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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!

  • Guest
  • Mar 22 2018
  • Acknowledged
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  • Gary McDonald commented
    15 Jul, 2019 05:34pm

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

  • Debbie Ellis commented
    18 Mar, 2019 10:41am

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

  • Guest commented
    13 Nov, 2018 04:57pm

    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 commented
    11 Sep, 2018 11:13am

    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!