How to create a Proforma Invoice?

There is no direct way to create a "Proforma Invoice" in Zoho Invoice. However, you can make use of an estimate as a proforma Invoice. All you have to do is to customize the estimate template and change "Estimate Labels" to your preferred names. Here's the steps:

  • Click the Settings tab.
  • Click the Estimate Template link under "Preferences"
  • On the "Estimate Templates" page click the Edit button to choose from an existing template.
  • Or you click the new button to create a new template.
    • Click "new" under the "New Template" section.
    • Choose a template from the template gallery
    • Click "Use This" button.
  • You can enter the Template Name as "Proforma Invoice".
  • Update the following Estimate Labels
    • Document Title >> "Proforma"
    • Number Field >> "Proforma#"
    • Date Field >> "Proforma Date"

Here's a sample screen-shot of the template customization page:zoho invoice proforma invoice

You can also convert the estimate into an invoice. In your case, you can convert the invoice proforma into an invoice directly.

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