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.
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.
Guest
I really need this functionality, why have you mark it as Will not implement. I think this is something very basic and needs to be considered
We have the same requirement, renaming quotes to profroma isn't an acceptable solution. We need both,
I also need this facility for proforma. Changing quotes to proforma isnt an option I agree. You need Quote / Proforma invoice or Invoice as options.
We actively use quotes - this is not a solution for us. We need the option for both. Xero has both options.
Hello
You can change the name of "Quotes" to be Proforma in Settings > Quotes. This will work in the same way.
Thanks
Natasha
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.
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.