Hey there, @accounts241.
Hope you're having a wonderful day. A Pro-Forma Invoice is a non-posting form. In QuickBooks Online, there isn't a separate Pro-Forma form template, but you can use an Estimate Custom Form Style to create a Pro-Forma Invoice for your customers. It's super easy and only takes a moment. Check it out:
- Go to Gear, then Custom Form Styles.
- Click New Style and choose Estimate.
- Click the Content tab, then the Pencil icon at the top right panel and change "Estimate" to "Pro-Forma Invoice".
- Save the form style.
After you've setup your Pro-Forma Estimate Style, you can create the Invoice by going to + New, then Estimate. Make sure at the bottom to choose the Custom Form Style you created.
If you'd like to learn more about Custom Form Styles in QuickBooks Online, check out: Customize your invoices, estimates, and sales receipts in QuickBooks Online.
Just click Reply below if you have any other questions. I'll be here for you. Have a great rest of your day.
