Create Proforma Invoice (Sage 50c Pastel Partner)

[michellepace]

Hi there,

Does anyone know the work around to making a PROFORMA INVOICE in Sage 50c? All I need really is for it to say PROFORMA INVOICE short of writing it myself in adobe reader.

Thanks
Michelle

[Kevin Smith]

Hi Michelle

Setup - Customer - Documents - go to the Sales Order and Change the document name to Pro-Forma - print the document (reset back if required). You could also use the forms designer, save your existing invoice template as a customised form, remove the document name field and replace it with text saying "Pro-Forma Invoice". At time of printing, select the use customised layout checkbox and choose your form.

[michellepace]

Thanks Kevin, I made a new template