A pro forma invoice describes the value of a transaction prior to its completion. The term pro forma refers to a planned business transaction. Pro forma invoices are commonly used when two companies are just starting to do business together and for international trade. The invoice describes the terms of a deal and can sometimes be used to expedite the customs and shipping processes.
One option for receipts is to simply mark your billing or sales invoice as paid and send a copy to the customer. But if you need a detailed receipt for your business, this template allows you to track payment methods for your records while providing clients with their own receipt.