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.
As a vendor, you can provide this purchase order template to your customers to make placing orders easy. Or, if you have a small to medium size business that frequently orders from suppliers, using a template can save time and reduce the need for complicated and costly invoice software. A purchase order number is included for tracking orders, and special instructions can be included at the bottom of the page
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.
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.
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