It depends on the purpose of the invoice, Dan. I'll share further details about it.

The type of invoice you send to your client should align with the information you attach. If you want to provide an estimate of costs before a sale, you should use a Pro Forma Invoice. On the other hand, if you need to issue a formal billing document that requests payment for goods or services, a Commercial Invoice (or Practical Invoice) is the right choice.

Additionally, you can refer to this article about personalizing your sales forms in QuickBooks: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Let us know if you have other concerns with your invoices in QBO. We're here to help you in any way we can.