Xero Support - How to create a pro forma invoice from existing features
Xero has a guide to pro forma invoices but nowhere in help is explaining how to do this in Xero. https://www.xero.com/uk/guides/what-is-a-proforma-invoice/
I suggest you create a help page advising users to use Quotes (or possibly drafts) with a custom layout to solve this issue.
3
votes
Judy Diamond
shared this idea
Hi Judy, is this the guide on pro-forma invoices that you're referring to? Within this guide you'll see further through the page that there is a section - How to create a pro forma invoice? that provides a little detail on how you could use a Standard invoice template to achieve this.
