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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.
A commercial invoice is typically used for exporting goods internationally. This commercial invoice template includes spaces for the names of the individuals or businesses involved in the transaction, the items being shipped, where the items were manufactured, and Harmonized System (HS) codes for the items. This is essentially a customs declaration stating the value of the goods being shipped.
Back in the days before e-commerce, every job was billed using paper invoices, everyone was paid with paper checks, and all those paper records were delivered in person or sent in the mail. Back then it was easy to put together the information needed for an invoice. For the self-employed freelancer in the 21st century, things are no longer that simple and it affects what you put on your personalized invoices.
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