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Pro Forma Invoicing in V6, How to?


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Having upgraded from V5 to V6 I now do not seem to be able to automatically create Pro-Forma invoices for unpaid invoices.


I have tried to find the help files for setting up pro-forma invoicing but they no longer seem to be valid for V6.


Could someone please advice how I make my invoices for unpaid invoices pro forma as is the intention of the following tutorial ( http://docs.whmcs.com/Invoicing#Proforma_Invoicing.2FSequential_Invoice_Numbering ) but for V6 of Whmcs. Thanks.

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  • WHMCS Support Manager


No template modifications are required in v6.0 for proforma invoicing, so please revert to the stock templates.

All that's necessary now is to enable the Enable Proforma Invoicing under Setup > General Settings > Invoices tab and the invoices will automatically change to display "Proforma Invoice"

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