I'm joining the thread to share additional information about creating a Pro-Forma invoice, Marty 49.

I agree with Fiat Lux-ASIA that you may consider looking for a third-party application that lets you do the tasks.

To be guided on what app to use, you can go to the Apps menu in your QBO account and browse for an app that suits your business needs. 

 I'm also adding this article that can guide you in personalizing your invoices based on the data you need: Customize invoices, estimates, and sales receipts in QBO.

Let me know if you have other queries about invoices or managing your account. I’ll be around to assist you.