Depending on your business needs, you can select several order statuses accordingly.Īttach proforma invoice PDF in an email: Allow the order email to include a PDF version of the currently active proforma invoice template.Įnable Print Proforma Invoice option for customers: enables you to show a print proforma invoice button to your customers in the order email.Ĭustom footer for proforma invoice: In the text section, enter a custom footer for the proforma invoice. Generate Proforma Invoice for Order Statuses- Only generates proforma invoices for certain order statuses. Proforma invoice date – You can select either the order date or the proforma invoice created date. Here, in the general settings, you can configure the basic setting for a proforma invoice. It is also important for international trade because it provides all of the information required for customs clearance. Buyers are also protected from any unexpected surcharges/overcharges by the seller. Sellers may rest comfortably knowing that the buyer will finish the order and pay once the final sales invoice is given. It is essentially an agreement made in “good faith” between you (the vendor) and a customer so that they are both aware of what to expect.įor example, using proforma invoices, you can propose the details of the upcoming transaction to ensure funding is arranged before you manufacture goods or provide services.įurthermore, it serves as an agreement between the buyer and seller that neither party is committed to the sale/purchase of the required goods or services at this time. This document contains information about the items, amount of payment, and other transactional details. Proforma invoices are often used to solicit payment from committed customers before the delivery of products or services.
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