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The document should answer these basic questions
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What is the purpose of a proforma invoice?
A pro forma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods. The invoice will typically describe the purchased items and other important information, such as the shipping weight and transport charges.
Can payment be made on a proforma invoice?
The simple answer is no, a payment cannot be made on a proforma invoice.
What does pro forma payment mean?
A proforma is a request for payment, usually to a new customer, generally for goods which will be provided once payment has been received.
How do I make a proforma invoice?
One way of creating a proforma invoice is to adjust an invoice template in Word or Excel to become a proforma invoice template by removing the invoice number and changing the title of the document. You then have to save the proforma invoice, attach it to an email, and manually convert it to a finalised invoice.