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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.
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.
Some other sample invoice where all you need to enter is a description of work and amount billed. You have to manually add lines and tax to calculate total. Marketing banner in the footer of this invoice allows you to advertise other services your company provides.
It does not get any easier than this. A simple invoice is ideal for small businesses or individuals who want simplicity and flexibility. Enter a service description, calculate the total, and you’re done. If you don’t need to charge tax, just set the tax rate to zero percent.
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