Creating a Pro-Forma Invoice Workaround

There’s one small change required to allow for the pro-forma invoice to be created in Accounting.

Under the Company Settings tab (Company…Change Company Setting), select the Documents and Statements tab…Document Descriptions option and change the copy name to of the quote to Pro Forma Invoice.

So when the original document is created, it will read as Quote and when you reprint the document, it will read as Pro Form Invoice.