Pro-forma invoices

Hi How can i produce a pro-former invoice

Posted by William Mitchell on Jul 18, 2011 7:38 PM BST

Hi William,

Solar Accounts is not designed to produce a pro-forma invoice. However, you can change the quote template to look like a pro-forma invoice. To do this, click menu Setup > Invoice Template. Change the Type field at the top to 'Quote'. Then double-click on the title and change it to 'Pro-forma Invoice'. Also double-click on 'Quote no' and change it to 'Document ID'.

Regards,

Posted by Mark McLaren (Solar Accounts) on Jul 19, 2011 8:12 AM BST