How to create a ProForma invoice for your customers
Creating the ProForma invoice
Open your job and select the 'Print/email jobcard via selection' button on the top left (next to the printer icon)
This displays a window where you can Print or Email a ProForma invoice, right below the same options for a JobCard.
If your option to select Proforma isn't on this screen, or if you want to try out some of the other designs for Proforma invoices, you can set up and preview them in Setup > System Configuration > Forms Setup
You can read how to access setup here:
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