Can anyone please tell me if you can create a proforma invoice on sage instant accounts?
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Raise a normal sales invoice and sure there will be somewhere in the invoice notes where you can enter the words PRO FORMA.
Few years since I used Sage now, for obvious reasons, but as you can format the invoice then you would be able to enter the comment and if the invoice is not paid then you would need to raise a credit note.
Perhaps ring the Sage helpline
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