subject: Are you looking for proforma invoice format guidelines? [print this page] Are you looking for proforma invoice format guidelines?
Whether you are in the market to purchase software for your finance control side of your business, or are simply looking for Freeware (free software), browsing the Internet will yield limitless possibilities. As a service provider or seller of goods and product, a proforma invoice will be a useful tool.
Basically, your proforma invoice is a business document that details the goods or services which you are willing to offer a specific client, for a set price that is valid for a limited time period. In other words, this invoice form is much like a quotation. Your proforma invoice format should include the same details as a normal sales or service invoice. The difference is that this document may be preferred by many banks for clearing advance payments by the bank. For this reason, the proforma invoice includes transport or shipping costs and be used by the customs officials to release the goods to the importer.
Most bought or free invoice templates can be customized to include your company name and logo as well as your business and bank account details for payments. Most packages are designed in such a way that there is an automatic calculation applied for each line total, tax calculation and grand total per invoice issued. Choose your office stationery and accounting package carefully to minimize user errors and maximize ease of saving and organizing your files according to date order and client numbers. It is a good idea to ensure that all receipts made out to a specific customer are automatically added to your income and deducted from the client's account.
Most reputable companies and the most used programs such as Microsoft offer downloadable templates for all the business documents, you may require. Many companies which do not offer free software do however offer free trial periods for you to ensure that the software suits your needs before you make any capital outlay.
The proforma invoice format should contain all relevant information required for the envisaged purchase of the goods in the long run.
