How to create a Proforma invoice in QBs?

Help has arrived, @MDCSA. I can show you how to create a proforma invoice in QuickBooks Online.

We typically provide customers with an estimated receipt, which can be converted into a sales order or invoice if they accept the quote.

Let's utilize the custom form style feature to change the template to the estimate form into Proforma. I'll guide you on how:

1. Click the Gear icon, then choose Custom Form Styles. 
2. Click the New style drop-down and pick Quote from the option.
   
    
3. Tap the Design tab to enter the template's name.
4. Navigate to the Content tab and select Content to view the form's complete details.
5. Click the header and access the Form section to change the name from Quote to Proforma Invoice.
6. Press Done.
   
   

Alternatively, you might consider looking for a third-party application in our Apps Center to get the required features.

Please review this handy article with further guidance about customising sales forms: Customise invoices, quotes, and sales receipts in QuickBooks Online. 

Then, this resource can guide you if you're ready to send them: Create and send quotes in QuickBooks Online.

Please let me know if you have additional questions about your sales transactions. You can reach out to the Community at any time. Take care always.