Could you please let me know how i can release a proforma invoice on quickbooks?

Thanks for reaching out to us, @accountant-uptim. I'll be happy to share the details about creating proforma invoices in QuickBooks Online (QBO).

A proforma invoice is a bill of sale you send to a customer prior to delivering its products and services. Most likely, it functions as an estimate rather than a commercial invoice. They are utilized at similar points in the sales process and provide details to your customer about their transactions.

That said, we can create an estimate template for your proforma invoices. Here's how:

1. Go to the Gear icon and select Custom Form Styles.
2. Click New Style and choose Estimate.
3. Go to the Design tab to customize the appearance of your estimate. Then, click Content to modify the displayed information. And select the Emails section to view how it appears when sending them to your customers.
4. Click Done.
   

To learn more about proforma invoices, please feel free to visit this website: What is A Proforma Invoice.

Moreover, QBO provides automatic reminders to gently inform customers about invoice due dates. This way, you no longer need to worry about tracking them because the system already automates this process.

Keep me posted on your future invoice-related concerns in QBO by mentioning my name in the comments below. I'll get back to you right away to answer your queries. Stay safe and have a great rest of the day!