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If you are shipping products, including a packing slip with the shipment provides clear communication to your customers. Indicate what items are included as well as any items that were ordered but not shipped. Not only does a packing slip inform customers, it can also help reduce mistakes before shipping. This is intended as an addition to a sales invoice.
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.
A job invoice is intended to provide an estimate to clients for how much a project will cost based on parts, labor, and other expenses. A job invoice is not the same as an official quote or contract. If you are a construction contractor or other service provider, you may need to offer clients an initial estimate to give them an idea of the scope of the project. While this is not an official quote, it is good to be realistic about potential costs so that clients understand what they are getting into. Consider providing more than one estimate - one based on the likely cost and another that includes costs for complications that could arise.
Whether your business is in construction, consulting, sales or freelance, invoices are a vital tool for meeting your bottom line, not to mention accurate record keeping and client communication. Using free Excel invoice templates is an easy way to create customized, professional invoices that can be modified to suit various clients and services. Any business, large or small, will benefit from streamlining the design and functionality of their invoices.
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