Forum Discussion

karensaccounts's avatar
karensaccounts
Contributing Cover User
8 months ago

Proforma Invoice

I have been asked for a Proforma Invoice. I have tried to create a custom Invoice and change Invoice to say Proforma but it cant be done on Business Lite? If it can be done, would you be able to let me know the process or how to create one please

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator

    Hi karensaccounts,

     

    Thanks for your post.

     

    In MYOB Business/Essentials, while you can customize templates to some extent, options are indeed limited. Unfortunately, creating a Proforma Invoice directly within MYOB Business/Essentials isn't currently supported. With that, I encourage you to please take a moment to post on the MYOB Business/Essentials Ideas Exchange board for consideration.

     

    Feel free to post again anytime if you require further assistance. 
     
    If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

     

    Best regards,

    Doreen