Pro-forma Invoices

  • Updated

This article provides a quick guide on Pro-forma invoices in BigChange. It explains what a Pro-forma invoice is, its importance, and how it functions within the BigChange software.

Understanding Pro-forma Invoices

A Pro-forma invoice is a crucial document created by a supplier. It outlines the complete details of an Agreement of Sale and acts as a commitment to sell goods or services to the customer based on the terms and conditions already agreed upon.

Creating a Pro-forma Invoice

Creating a Pro-forma invoice in BigChange is straightforward.

  • Navigate to [Top menu] CRM
  • [Side menu] Financial Documents
  • New financial doument (icon)
  • Users can input all the necessary details, including item descriptions, quantities, prices, and delivery schedules, into the system.

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