You *can* create a proforma invoice or quote and turn that into an invoice. Just create an invoice, but instead of giving it a number, use the word PROFORMA or QUOTE, and don't post it. Then use the invoice printing facility to print it (to find the proforma or quote, you can search, e.g. by customer name). Then when the proforma needs to become a real invoice, you can find the invoice (Business -> Customer -> Find Invoice, and search by customer name) and then select Edit Invoice to change the invoice ID from PROFORMA to whatever invoice ID you want. If you want to know what the next number should be, you can open up Accounts Receivable and use View -> Sort to sort by Number (and reverse order, if you wish) to make sure that the previous invoice with the highest number is at the bottom (or top, if reversed).
David On Wed, 28 Dec 2022 at 22:08, Dr. David Kirkby < [email protected]> wrote: > On Wed, 28 Dec 2022 at 21:26, Adrien Monteleone < > [email protected]> wrote: > > > Consider as well, another software package entirely to handle quotes, > > proformas, invoices, AR even. > > > > Then export the resulting accounting data to GnuCash to complete your > > books. > > > > (the same goes for investment tracking) > > > > I use a word processor - LibraOffice. But it would be nice to generate a > quote or proforma invoice and turn that into an invoice. Like you can with > > Quckbooks > > https://quickbooks.intuit.com/learn-support/en-za/help-article/job-estimates/create-send-estimates-quotes-quickbooks-online/L0kOXRjoP_ZA_en_ZA > > Sage > > https://help.accounting.sage.com/en-us/accounting/invoicing/extra-sales-quotes.html > > Kashflow > https://www.kashflow.com/support/kb/settings-quote-settings/ > > etc. > _______________________________________________ > gnucash-user mailing list > [email protected] > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > -- David Whiting _______________________________________________ gnucash-user mailing list [email protected] To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
