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This article will show you what a proforma invoice is and why it is important for your business.
A proforma invoice is a quote/estimate you send to a customer before you do the job or deliver the goods. It helps the customer know the price and payment terms before confirming or accepting.
Why use it?
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To confirm interest before selling
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To collect a deposit
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To look more professional
Use Cases:
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When the customer requests a quote before making a commitment.
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When requesting a deposit or advance payment.
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To document an agreement-in-progress.
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To avoid inventory confusion by ensuring customer intent.