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.
And, with Smartsheets powerful collaboration features like comments, reminders, and attachments, you can store all invoice documentation in one place for everyone to view, access, and make changes in real time.