Forum Discussion

CassG's avatar
CassG
Contributing User
1 year ago

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?
Doreen_P's avatar
Doreen_P
MYOB Moderator
1 year ago

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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