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pro forma invoice
Hi everyone.
For the first time in my 20+years in the industry ive been asked for a pro forma invoice….?
does anyone have any sort of advice or template I can use for this…as I really dont know where to start….
paperwork paperwork 😮
thanks for any feedback.
Cheryl
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5 Replies
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mr google said,
"Pro forma" (Latin "as a matter of form") invoice is a preliminary document used to declare the value of the trade. It can be issued before the transaction to facilitate customs and payment arrangements.
This document models the final commercial invoice, and may look just like the commercial invoice except for the Pro forma invoice heading, but can also omit minor details. -
Cheryl
just do a normal invoice, and label it "Pro-Forma"
it is normally used so goods can be paid for before supply.Peter
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Thank you Peter and Ian.
I did look on the net and the results I read left my head spinning in paper jargon and gobbledygook!!
The amount of paperwork that businesses are being put under to produce…my husband works in a bodyshop and the amount of paperwork that they have to go through for insurance jobs is enough to dishearten any professional who just wants to get on with the job…..
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I don’t show the vat workings out on my proforma’s – just the total amount then beside it put + vat @ 17.5%
Basically it can be designed in anyway but I put the following:
Your co name & address
Their co name & address
Proforma Ref Number
Description of order
Price
Delivery dateI design mine in corel then email as a pdf.
Cheers JohnSorry forgot to add:
Work will only commence when payment has been received in full -
Just use the invoice here too and label pro forma, when its comes down to issuing the invoice later a simple name change is all it takes
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