Forum Discussion

LeeW's avatar
LeeW
4 years ago

Proforma Invoice NOT quote

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 th...
  • Melisa_D's avatar
    Melisa_D
    4 years ago

    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. 

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Melisa_D's avatar
Melisa_D
Former Staff

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. 

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

LeeW's avatar
LeeW
4 years ago

Thanks Melisa, 

 

I did a work around, simular to your suggestions with a 2nd invoice template - one with the word pre set to "Proforma Invoice" and other other with the field option. Identical in all other ways. I just need to remember to select the correct template for each application. 

 

Thanks for your help, appreciate it. 

Lee

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