CassG
11 days agoContributing User
Proforma Invoice
What is the best way to generate a proforma invoice in AccountRight? Confirming I wish to generate a Proforma invoice and not a quote.
If this feature is not supported when will this change?
What is the best way to generate a proforma invoice in AccountRight? Confirming I wish to generate a Proforma invoice and not a quote.
If this feature is not supported when will this change?
Hi CassG,
AccountRight supports creating Proforma Invoices. The best way to create one is by customising an invoice form to display "Proforma Invoice" instead of "Invoice." For more details, check out this Community Forum post, and if you need steps to customise an invoice, here's a guide.
Cheers,
Doreen
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