Create Your Online Proforma Invoice Effortlessly

Understanding the Online Proforma Invoice

An online proforma invoice is a preliminary bill of sale sent to buyers before the actual sale takes place. It outlines the details of the transaction, including item descriptions, quantities, and prices, serving as a commitment from the seller to provide goods or services. This document is especially useful for international transactions, as it can help buyers secure financing or import licenses. By using airSlate SignNow to create and send an online proforma invoice, businesses can streamline their billing process and enhance communication with clients.

Creating an Online Proforma Invoice with airSlate SignNow

To create an online proforma invoice using airSlate SignNow, users can start by selecting a template that suits their needs. The platform allows for easy customization, enabling users to add their business logo, modify item descriptions, and adjust pricing. Once the invoice is tailored, users can fill in the necessary details, such as the recipient's information and payment terms. This process ensures that all relevant information is included, making the invoice clear and professional.

Sending the Proforma Invoice for Review

Once the online proforma invoice is ready, users can send it directly to clients for review. airSlate SignNow provides a simple way to share documents via email or by generating a secure link. This feature allows clients to access the invoice easily, ensuring they have all the information needed to make informed decisions. Users can track when the invoice is opened, providing insights into client engagement.

eSigning the Proforma Invoice

After the client reviews the online proforma invoice, they can eSign it directly within the airSlate SignNow platform. This feature eliminates the need for printing and scanning, making the process efficient and environmentally friendly. Clients can sign the document on any device, ensuring flexibility and convenience. Once signed, both parties receive a copy of the completed invoice, which can be stored for future reference.

Tracking and Managing Proforma Invoices

airSlate SignNow offers tools for tracking and managing online proforma invoices, allowing users to monitor their status in real time. Users can easily see which invoices have been sent, viewed, and signed, helping them stay organized and follow up as necessary. This level of visibility ensures that businesses can maintain healthy cash flow and manage their accounts receivable effectively.

Benefits of Using Online Proforma Invoices

Utilizing online proforma invoices through airSlate SignNow provides numerous advantages for businesses. These include:

• Efficiency: Streamlined processes reduce the time spent on billing.
• Accessibility: Documents can be accessed and signed from anywhere, on any device.
• Professionalism: Customized invoices enhance brand image and client trust.
• Security: Encrypted documents ensure sensitive information is protected.

By leveraging these benefits, businesses can improve their invoicing practices and foster better relationships with clients.