- Offers you with a range of templates for pro forma invoices in different color formats.
- Ability to enter shipping information with templates suitable for both domestic and international trade.
- Add the details about you and your clients along with specifics of the order, shipment details, tax rates, freight charges, insurance costs, legal/consular costs, inspection/certification costs.Taxes and totals are automatically calculated for you. So there's no extra work. Just add your invoice items and Proforma Invoice App does the rest.
- Intuitive interface. The app requires little or no training to use.
- Provides you with an order summary of the transaction with a particular customer.
- Includes customer and shipment details.
- Enables you to list invoice, account number, quantity, billing and shipment dates and descriptions for each customer transaction.
Product Pricing Calculator
- Calculate optimum price of your orders by entering product base price and quantity and varying markup and/or discount values.
Budget Calculator for Selling Activities
- Urgent/ Important Contacts List enables you to add contact details like name, phone, email, street address, city and ZIP code.
- Activity Budget in terms of money enables you to add details like activity name, estimate, actual amount received, and the amount yet to be received/not received.
- Activity Budget in terms of time.
Organize Meetings related to Invoices
- The Meeting Agenda sheet provides a means to bring focus to the meeting and capture objectives, meeting information, last meeting action items, meeting agenda and new action items.
- An yearly calendar is provided to enable you to keep a log of key notes related to the invoices.
- The monthly calendar sheet provides a note taking feature to help track the shipment of goods and invoices generated on a daily basis for the current month.
Share and Save
- Simply tap e-mail to send your invoices to clients instantly and get feedback from them. Alternatively, you can email the invoices to yourself or print them. Locally save the invoices as a file, and re-use it with minimal changes.
- Maintain a customer ledger with an order summary of the transaction with a particular customer.
- Calculate optimum price of your orders by entering product base price and quantity and varying markup and/or discount values. Save and share the calculator sheet.
- Organize invoice meetings and plan budget activities. E-mail your team members.
A seamless app that caters to all your billing needs.
Record. Modify. Share.
- Shipping internationally can be confusing and require you to pay fees on a number of fronts. Please make sure to do requisite research or seek professional assistance.
Why use a proforma invoice?
- Proforma invoices are most useful when two companies are doing business for the first time, and for import/export transactions both domestically and internationally.
- Focus on details.
- Enables payment.
Looking forward to hear from you at firstname.lastname@example.org
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