Separate Template for Pro-Forma Invoices
At the moment the only way to send a pro-forma invoice for prepayment is to alter the quote template. This obviously isn't practical as we send both quotes & pro-formas on a daily basis.
A separate template for both is needed.
Jan 10, 2017
Thanks for your suggestion. Certainly, the workaround that we have proposed for a long time now isn't quite up to scratch.
We will look into the possibility of adding a pro-forma option onto our invoicing screen to avoid you having to use quotes.
For now, in the PDF themes you can alter existing themes so that it can display pro-forma information and select this theme when sending your invoice.
KashFlow Product Team