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It is the custom to build a proposal that reflects the customer’s requirements and then presents it to the customer, but a Proforma Invoice Template can be a great tool for this process. Using a Proforma Invoice Template can increase your productivity while reducing the paper clutter that has been plaguing you for so long. These templates are easy to use and can be customized to meet the needs of your company’s invoicing needs.
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There are a few key points to take note of when choosing a Proforma Invoice Template to use at your company. The first is how the invoice is presented. Some have the entire document set up on their computer, while others choose to have the invoice typed up in a Word Document.
Print the paper and put it into a folder, but leave the printer on. When the proposal is done, send it to the customer. You will have an idea of how many proposals he or she has gotten already.
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It may be helpful to write down what each line of the order sheet says. Make a list of each customer’s name and address. Be sure to indicate whether the order is for a phone call or an email. Also, write down any additional information that you feel the customer may need.
When the customer receives the invoice, they will need to sign and date it. If they are expecting the invoice right away, be sure to give them a few days.
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Send the invoice by regular mail to the customer. The Proforma Invoice Template is usually routed through the post office and should be received within two weeks.
Since these invoices come in large amounts, make sure that all customers have enough time to review the documents. An invoice that has been correctly prepared is far easier to get out of the customer’s hands. Not only will the customer be happier but the inventory should be able to track each purchase right back to the point where the merchandise was purchased.
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With a Proforma Invoice Template, you will find it is easier to spend your money on stock quickly, rather than having to look up the correct order number or search through all of the receipts to figure out which ones match. Also, a large amount of paper you save allows you to get rid of more items than you otherwise would have.