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1 reply

Rose-A
October 21, 2020

Good day, divine_enterpris.

 

Yes, you can make a performa/proforma invoice by renaming your estimate or invoice template. Let me walk you through the process.

 

Here's how:

 

  1. Click the Gear icon at the upper right corner and click Custom form styles.
  2. Select New style and choose the Invoice or Estimate.
  3. Go to the Content tab.
  4. Under the Form section, change the Tax Invoice name into Performa/Proforma Invoice.
  5. Hit Done.

To get more ideas on how to customise and utilise your templates in QuickBooks Online, you can go through this article: Customise invoices, estimates, and sales receipts in QuickBooks Online. This will give you steps on how to add fields as well as changing the colour scheme.

 

You can always get back to me if you have any other invoice concerns. I'll be around to keep helping. Have a good one.