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KashFlow Ideas

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Proforma

I find it hard to believe Kashflow don't yet have the ability to create Proforma invoices! I have now signed upto Sageone and will be moving away from Kashfow. Renaing QUOTES to Proforma is Not a Solution!

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    • Gary McDonald
      Reply
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      Jul 15, 2019

      We have the same requirement, renaming quotes to profroma isn't an acceptable solution.  We need both,

    • Debbie Ellis
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      Mar 18, 2019

      We have the need for Quotes AND Proformas, you can do either or NOT both!

    • Guest
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      Nov 13, 2018

      This should be standard, as Sage and Xero all have the option to create a pro forma or a quote, without having to rename it in settings.

      Clients also get confused why we are sending them a pro forma invoice when they have only asked for a quote.

      Normal process is quote first, once accepted a pro forma invoice is sent, and once paid an invoice is said to client for their records.

      Come on guys sort this out

    • Guest
      Reply
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      Sep 11, 2018

      I too need to issue proforma invoices, and am a little shocked that this is not offered.  Please change this ASAP, and we'll all be happy!