Forum Discussion

LeeW's avatar
4 years ago

Proforma Invoice NOT quote

Hi,  I want to have a Proforma Invoice NOT a quote. Is there any way to change the wording on the original quote temaplate to read Proforma Invoice rather than quote. I have customised my form to th...
  • Melisa_D's avatar
    4 years ago

    Hi LeeW

     

    Thank you for your post and welcome to the Community Forum ! The Invoice type field is an automatic populated field, this cannot be changed.  However a would around you could use is to delete this field and enter a text box with the text you'd like e.g. Performa. Please note that when you need to print a quote, you will have to manually ensure that right form template is selected. 

     

     

    Please do let us know if you have any further questions. 

     

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