David_Cree
9 years agoUltimate Partner
Hello mcv
I think that you will find that your issue can be eadily solved.
What I suggest is that open the customisation for your current invoice form and save as with a different name such as PROFORMA INVOICE. Then customise it by removing the field that says "Invoice Type" and in its place put a Text Box that reads "PRO FORMA INVOICE"
Then create a quote and print or email after selecting the Proforma invoice form instead of the usual invoice form.
Cheers
David
Related Content
- 9 months ago
- 6 months ago
- 2 years ago
- 11 months ago
- 7 months ago