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.
Most businesses use the same sorts of information on invoices: contact information, sequential invoice numbers, etc. Because of the unique nature of freelance work compared to other businesses, especially for freelance invoices, it should be adapted to reflect these differences.
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.
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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