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  #1  
Old 06-28-2013, 01:09 PM
johngwms johngwms is offline
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QB 2013 Premier - Proforma Invoices

I have just moved from Sage 50 and I am surprised that QB 2013 Premier does not have the ability to print Proforma Invoices for Sales Orders.

I have used several different accounts programs over the years and all have had this facility. I use it almost daily to request prepayment of orders that are not paid for by card.

I guess for now I will have to change the design of the Sales Order form to read Proforma Invoice?

John
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  #2  
Old 06-29-2013, 01:36 AM
Joe Williams Joe Williams is offline
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Yes, either use the Sales Order or Estimate. Copy the main template to a new name and change the name to "Proforma Invoice".
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Old 06-29-2013, 05:26 AM
johngwms johngwms is offline
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Originally Posted by Joe Williams View Post
Yes, either use the Sales Order or Estimate. Copy the main template to a new name and change the name to "Proforma Invoice".
Many thanks Joe for the reassurance.

If I do this, is there a way of printing a Sales Order and a Proforma Invoice?

Or do I have to change the template configuration each time?

John
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  #4  
Old 06-29-2013, 04:01 PM
johngwms johngwms is offline
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Originally Posted by johngwms View Post
Many thanks Joe for the reassurance.

If I do this, is there a way of printing a Sales Order and a Proforma Invoice?

Or do I have to change the template configuration each time?

John
Problem solved.

In QB 2013 it is really easy.

You just create a new Template based on a Sales Order (you can even easily copy across the styling and fields. This is great! I struggled for weeks with Sage 50 Report generator as it will not allow you to cut and paste report items.
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