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How to convert a proforma invoice to a regular invoice?

Posted: Sun Dec 22, 2024 5:28 am
by Mitu6677
As you can see, the information on a proforma invoice and a regular sales invoice is practically the same.

Therefore, once the client has approved the proforma, you only have to do four things to convert it into a sales invoice :

Remove the proforma invoice title.
Add the corresponding numbering.
Update issue date.
Add the invoice payment method.
With these malaysian business email list slight changes you will have converted your proforma invoice into a sales invoice .

If you want to make it even simpler and faster, Anfix allows you to transform a proforma into a sales invoice with just one click.

Do you need to make proforma invoices?
If you have a client who asks you for a proforma in order to issue the final sales invoice, you need to find a system.

It is best to use billing software that allows you to issue proforma invoices .

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Inside you will find customizable templates in which you will only have to add the key data and that's it.