Pro forma invoices
Organise your invoicing flows
This is an invoice that is used to assess the amount that will be invoiced to the client if he accepts the terms and conditions this “invoice-quote” contains. The pro forma is also an important document for international trade transactions. This document will be part of the documentation that will circulate during the import of merchandize as well as the implementation of a documentary credit.
Save time
With a simple click TOOLS4COM OIS allows the :
- Creation of pro forma invoices
- Modification of pro forma invoices
- Automatic generation of pro forma invoices numbering
- Automatic calculation of VAT
- Management of pro forma statuses
- Visualization of pro forma statuses by status
- Management of clients payments
- Conversion or transfer of pro forma invoices into invoices
- Addition of companies’ logos on pro forma invoices
- Setting of headers and footers on pro forma invoices
- Display pro forma invoices in HTML
- Export pro forma invoices in PDF
- Printing of pro forma invoices
- Sending of pro forma invoices by e-mail
- Setting of messages to be sent with pro forma invoices
- Setting of notification messages of delayed pro forma invoices
- Settings of sales terms and conditions
- Addition of personal notes
- Pro forma filter search
