How do I create a proforma invoice in QuickBooks?
Steps to create proforma invoice
- Go to the Gear icon at the top.
- Choose Custom Form Styles.
- At the upper right corner, click the drop-down for New Style, and select Estimate.
- On the Content tab, change Estimate to Proforma Invoice.
- Click Done.
Now you proforma invoice is created. Please do remember to follow the steps in given order only. As skipping of steps can cause complex errors.