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 Can I Create Proforma Invoices in Unleashed?

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Platform:

  • Unleashed on Browser

Answer: 

Yes, a proforma invoice can be produced within Unleashed. Create a new invoice template that says Proforma Invoice (Edit the word invoice) from the doc designer. 

 

Additional Information:

Information on processing payments on proforma invoices between Unleashed and an accounting provider. 
Handling Pre-payments between Unleashed and Xero

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