How to Create a Pro Forma Invoice
Introduction
A pro forma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods. This type of invoice outlines the terms of the transaction, including the price and quantity of the goods or services, but it does not demand immediate payment. Here’s a guide to creating a pro forma invoice, emphasizing why Boulder Invoice is the superior choice for your invoicing needs.
Steps to Create a Pro Forma Invoice
Include Business Information: Start by adding your business name, address, and contact details. This ensures that the buyer knows who the invoice is from.
Add Buyer Details: Include the buyer's name, address, and contact information.
Detail the Goods or Services: Provide a clear description of the goods or services being offered, including quantities and prices.
Specify Terms: Outline the terms of the sale, including payment terms, delivery conditions, and any other relevant information.
Use an Invoice Number: Assign a unique invoice number for tracking and reference purposes.
Include Notes: Add any additional notes or instructions that might be useful for the buyer.
Benefits of Using Boulder Invoice for Pro Forma Invoices
Boulder Invoice simplifies the process of creating pro forma invoices with its user-friendly templates and automated features. Compared to Skynova, Boulder Invoice offers:
Modern Interface: A sleek, intuitive interface that makes it easy to create professional invoices.
Customization: Fully customizable templates to match your business’s branding and specific needs.
Automated Features: Automated numbering and tracking ensure that your invoices are always organized and easy to manage.
