Pro forma invoices are commonly used as preliminary invoices with a quotation, or for customs purposes in importation.
Proforma Invoice is an abridged or estimated invoice sent by a seller to a buyer in advance of a shipment or delivery of goods. It notes the kind and quantity of goods, their value, and other important information similar to invoice. They differ from a normal invoice in not being a demand or request for payment or this can be ignored if the payment is not received as per the discussion happened.
Here are some of the primary features which will help you to simply your work.
Multiple Header Options
We have provided your with the flexibility to choose your own letter head template while creating a proforma invoice. Currently, we have provided you with 5 different formats to choose from for your PDF downloaded proposal.
You can choose the header format from the Default Proforma Invoice Settings and can change the format whenever required as well.
Kindly note that the header for proposal, proforma invoice and invoice can be of different format.
Default Proforma Invoice Settings
As well all know that most of the content in the proforma remains the same for every client, we have provided you with options to set default settings for your customized proforma invoice and whenever you create a new proforma, this will be fetched automatically and this will save your time and maintain the same standard.