Proforma Invoice NOT quote

LeeW

Hi, 

I want to have a Proforma Invoice NOT a quote. Is there any way to change the wording on the original quote temaplate to read Proforma Invoice rather than quote. I have customised my form to the layout that I like, the only thing that I can't change is the word "Quote". I am using AccountRight, offline.

 

thanks

Lee

 

Melisa_D

Hi @LeeW, 

 

Thank you for your post and welcome to the Community Forum ! The Invoice type field is an automatic populated field, this cannot be changed.  However a would around you could use is to delete this field and enter a text box with the text you'd like e.g. Performa. Please note that when you need to print a quote, you will have to manually ensure that right form template is selected. 

 

 

Please do let us know if you have any further questions. 

 

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