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Proforma invoice

It would be helpful if I could create a proformer invoice and be able to convert it to a invoice the same as I can with quotes/ estimates
  • Fredturi
  • Jan 10 2017
  • Will not implement
  • Sep 5, 2017

    Admin Response

    Hi, Do you currently use quotes, estimates and proforma? If not, you can rename the quotes area to be proforma and complete that way?
  • Attach files
  • Richard Edwards commented
    January 10, 2017 09:19

    Agree this needs sorting. At least just add a 'Draft' or 'Proforma' 'type' of invoice which we can change in the Edit mode and also filter the Invoices page by.

  • Chris H commented
    January 10, 2017 09:19

    This is not a great solution as our customers often ask for a quote first, then we issue a proforma and turn that into an invoice. We tried renaming 'quotes' to 'proformas' but a lot of customers question why they have been issued a proforma when all they asked for was a price.

  • Admin
    Natasha Chryssafi commented
    September 5, 2017 17:15

    Hello

    You can change the name of "Quotes" to be Proforma in Settings > Quotes.  This will work in the same way.

    Thanks

    Natasha

  • Anonymous commented
    September 5, 2017 19:24

    We actively use quotes - this is not a solution for us. We need the option for both. Xero has both options.

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