How To Make Proforma Invoices Using Document Themes

Who can use this?

Platform: Web | Mobile            Plan: Lite | Pro | Plus            Staff Permission: Settings + Invoices

Today we will show the steps to create and use a Proforma invoice Document theme.



Web Mobile
1. Head 'Settings' > Then 'Document Themes' > Now create a new theme or edit and exisiting theme that you want to use for Proforma invoices.
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2. Then once in the theme design screen make sure to set this up with your logo and other info before heading to the Invoices Tab > From here rename the invoices to Proforma / Draft Proforma and select/deselect the toggles as needed.
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3. Then from here you can head to the invoice you want to send as a Proforma or create a new one > Then select your theme from the 'Document theme' Dropdown.
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4. Once you have done this and saved you will be able to preview your invoices as a Proforma before sending to your customer.
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5. You're all done!


Additional Information

For more info on Document Themes see here: Creating a new Document Theme

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