The world of commerce has its own terms, which are not familiar to a person who is not familiar with entrepreneurship. It is important for everyone who is even remotely acquainted with business to understand common words and to know the difference between different types of documentation.
The use of the Proforma invoice template (for example, from Pandadoc) has become widespread. However, many people cannot fully understand the difference between the so-called proforma invoice and the commercial invoice. Meanwhile, it directly affects the specifics of the preparation of this document and its use.
Features of the preliminary invoice
This type of document does not usually belong to the settlement document. Here it is important to understand the following: the proforma invoice is issued in advance, even before the commercial one. In this way, it can be used for a number of purposes. Among them there are the following:
- The need to familiarize the client in advance with information relating to the goods that he will receive when working with a particular company or performer.
- Calculation of the cost of goods, which will allow the client to study the relevant information and understand whether he is satisfied with such an order of prices.
These are just a few options of the purposes such an account can be formed with. In general, the so-called “proforma” document has become very widespread in the business world.
Since the proforma invoice is not exactly a settlement document and does not obligate the client to transfer funds and conduct operations related to the payment for goods or services, there are no strict requirements for it. But it is still much better to draw up a document, focusing on certain standards.
As a rule, most entrepreneurs use a sample. Various variants can be found on the Internet. In addition, invoice templates are usually offered in programs that focus on maintaining documentation in electronic form. Using a ready-made sample, you can prepare a document faster and better than if you focus solely on your own conclusions and try to create it yourself “from scratch”.
Convenient service for working with electronic documents PandaDoc
For a long time now, most transactions have been concluded primarily in an online format. And that’s not surprising. This is a modern option, which allows users minimizing the time spent on offline meetings to sign any documents and agree on all the nuances. The main thing that is required is the availability of appropriate software. It is important to choose services that offer the greatest range of options and do not require much effort to understand the principles of their work.
For example, the PandaDoc program is one of these programs. A convenient feature of this service is a built-in document editor. Its functionality allows users to upload scanned versions of documents, use proposed templates, or make changes to them. Moreover, the features of the program are focused on the fact that it is possible to create any document, including invoice form, “from scratch” without connecting any third-party services.
The advantages of the program can be tested in the free version which is very convenient. The developers offer users a real opportunity to try out all the functionalities of the service completely free of charge. At the same time, all options are available in the trial version, there are no any exceptions. Therefore, you can not doubt that the test period will be enough to form your own point of view about the service.
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