Pro Forma Invoices
BrightBooks does not currently support Pro Forma Invoices as a built-in document type. However, there is a simple workaround using Sales Orders, which do not affect your accounts or balances.
Using Sales Orders as Pro Forma Invoices
If your company is not using the Orders feature for internal processes, you can adapt the Sales Order template to function as a Pro Forma Invoice.
How to Set Up a Pro Forma Invoice Template
Log in to BrightBooks.
Click the Settings icon (top right).
Go to Print Templates.
Select the Sales Order Template you want to update.
Click Captions.
In the field where it says "Sales Order", replace the text with "Pro Forma Invoice".
Click Save.
How It Works
When you create and send a Sales Order, it will now appear titled Pro Forma Invoice on the PDF or printed version.
Since Sales Orders do not post to your accounts, this allows you to send a quote-style document to customers without affecting balances or stock.
Notes
Only use this method if you're not using Sales Orders for internal processes like stock control or order tracking.
This is a visual/template change only—the document is still treated as a Sales Order in the system.