Proforma Invoice option

Hosted • invoicing.co | v5
1

Hi,

I wanted to generate “Proforma Invoice” (like a draft invoice, but should be marked as Proforma Invoice).

I am thinking to create a custom template and use it. But, unable to change the text in the template from “Invoice” to “Proforma Invoice”.

Please suggest.

Thanks,

2

Hi,

I believe some people use quotes for this purpose.

3

In India, buyers ask for Proforma Invoice for making an advance payment.

Quote used for indicating the price.
Proforma invoice is a preliminary bill or estimated invoice which is used to request payment from the committed buyer for goods or services before they are supplied.

Is there a way to change the text in the template ?

4

You can either set custom labels on Settings > Localization or use a custom design.

5

Localization will change all the templates.

I want to go with custom design. I did create a custom design, but, unsure on how to modify the word from “Invoice” to “Proforma Invoice”.
Can you please explain in detail.

6

Which design is your custom design based on?

7

We are using “Calm” template.

8

You can change $entity_label on the body tab to change ‘Invoice’ to something else.

9

Thanks a lot. It worked.

How can I change the text “Invoice Number” to something like “Pro-Inv Number” in the custom template?

10

You’d need to either set a custom label or replace the field stack with individual fields/labels.

11

Can you please elaborate on this.

12

You’d need to remove this line of code:

<table id="entity-details" cellspacing="0" cellpadding="0" dir="ltr"></table>

And replace it with hard coded labels and variables.

13

Thank you hillel. It worked perfectly.

Replaced with the below code.

<table id="entity-details1" cellspacing="0" cellpadding="0" dir="ltr">
        <tr><td>Proforma Number</td>
               <td>$invoice</td></tr>
        <tr><td>Proforma Date</td>
              <td>$date</td></tr>
        <tr><td>Due Date</td>
               <td>$due_date</td></tr></table>

And also changed all “entity-details” entries under under “Includes” to “entity-details1”.

I hope, I have used the correct variables. Can you please confirm.

1 Like
14

Glad to hear it, it looks correct to me.

15

Thanks a lot for your support and detailed explanation.