MManager PATSH
MANAGEMENT TOOLS AND GUIDES

Create a proforma invoice

Present a detailed commercial proposal before the final invoice. Keep products, quantities and terms in one place.

Create my document without an account →

A preparation document

A proforma describes the proposed terms of a sale. It should not be confused with a final invoice or a payment receipt. Choose Proforma to clearly identify your document.

Proceed to invoicing

When the terms are accepted, open the proforma in your documents and choose Invoice. A new invoice is created after reviewing the lines; the original is preserved.

Get started in three steps

  1. Enter your organization details.
  2. Create records and check amounts.
  3. Download documents and back up your work.
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