However, KashFlow streamlines this process – once a customer has agreed to the prices set out in the proforma invoice, it can be converted to a ‘true’ invoice with just one click. In the past, business owners would traditionally issue a quote and then have to produce an invoice once the customer had agreed to the terms laid out. Advice on issuing proforma invoices in KashFlow
Invoice pro forma trial#
Want to get all the benefits of pro forma invoices? Start a free trial of KashFlow today. This is because, until that point, there is no guarantee the customer will agree to your terms. Note: only after a pro forma invoice is converted into a true invoice will its value be registered in your account.
That’s great if you’re working on lots of projects at once. Every time a client agrees to your terms, just click and button and the system will copy all the data into a final commercial invoice for you to issue.
This works just as easily for multiple quotes.
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