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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 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.
Finding the right invoice template is important to help you streamline your work and ensure no detail is missed. With a cloud-based process you can reuse the same workflow for each new invoice and ensure everyone is working with the most up-to-date information
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