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KashFlow Ideas

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Status Acknowledged
Product IRIS KashFlow
Categories Uncategorised
Created by Guest
Created on Nov 28, 2022

Create a proforma invoice

Is it possible to be able to create proforma invoices? At present we have to rename quotes to "Proforma" which takes a lot of time and extra effort, it would be easier to tweak the software to enable this function, this is a daily occurrence so hopefully this can be seriously considered for implementation. Thanks.

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    • John Wedlake
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      Jun 4, 2024

      2024 and still no proforma option. I thought this was an industry standard form type?

    1 MERGED

    Split Proforma and Quotes

    Having to chop and change between creating Quotes and proformas is very frustrating.
    Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 2 Future Consideration