SoftGuide > Functions / Modules Designation > Pro forma invoices and credit notes

Pro forma invoices and credit notes

What is meant by Pro forma invoices and credit notes?

Proforma invoices and credit notes are preliminary documents that indicate the value of goods or services without constituting a legally binding payment request. They primarily serve informational and documentation purposes, especially in international trade and customs processing.

Typical software functions in the area of "proforma invoices and credit notes":

  1. Creation and Formatting: Automatic generation of proforma invoices and credit notes with customizable templates.
  2. Currency Conversion: Support for various currencies and automatic conversion for international transactions.
  3. Customs Value Calculation: Determination and display of customs value for export purposes.
  4. Document Management: Administration and archiving of proforma invoices and credit notes.
  5. ERP System Integration: Linking with inventory, order, and customer management.
  6. Conversion: Transformation of proforma invoices into regular invoices when needed.

Examples of "proforma invoices and credit notes":

  1. Export Documentation: Proforma invoice for shipping goods to non-EU countries for customs clearance.
  2. Sample Delivery: Proforma invoice for free product samples to potential customers.
  3. Warranty Processing: Proforma credit note for the exchange of defective goods within the warranty period.
  4. Advance Payment Information: Proforma invoice as a payment basis for advance payment agreements.
  5. Donation Proof: Proforma invoice to document the value of in-kind donations.
  6. Letter of Credit Creation: Proforma invoice as a basis for opening a letter of credit in international trade.

The function / module Pro forma invoices and credit notes belongs to:

Lists, reports

Data export

Software solutions with function or module Pro forma invoices and credit notes:

microtech büro+