Make real-time updates and share your invoice status with key stakeholders to drive better communication and increase transparency. Easily switch between spreadsheet, Gantt, and calendar views with team members or external collaborators.
Depending on the size and scope of your business, you may not need invoice software to manage invoicing, especially since digital invoices can be stored in the cloud. Including a customer or sales number on your invoices can make them easier to track and help you stay organized. Once you have customized a free invoice template, you can spend more time building your business and less time on the invoicing process.
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.
Smartsheet is a spreadsheet-inspired work management tool with robust collaboration and communication features. Its Google Docs integration and pre-built invoice tracking templates make it even easier to manage customer information, create, send and track multiple invoices at once, and quickly organize the details.
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