Dealing with cross-border transactions and creating a proforma invoice is no easy task. Luckily, it does not take much effort to create a proforma invoice via iOS. Similarly, you can also generate invoices with an Android app. But, what does this invoice actually mean? Also, how is it different from a commercial invoice? Not knowing the difference can lead to several issues in closing transactions and custom clearance.
Well, a proforma invoice is a customer agreement that defines what they can expect. It also includes applicable taxes and transport charges. Besides, it can help customers delve if or not they need an order. That’s one of the reasons customers use it to boost internal purchases and streamline processes.
Moreover, custom authorities will find it helpful to determine duties and taxes for shipment. This will also help them verify if all requirements are met, which will prevent delays in the delivery.
Luckily, you don’t need to worry, you can generate invoices with an Android appand help you make one in just a few mins. Not an Android user? No issues. The best free invoice app for iPhone works equally well. Before we move on to understand how you can make proforma invoices using a mobile app, let us know more about them and commercial invoices
Proforma and Commercial Invoices
A proforma invoice is more of a cost estimate of the order before it is completed. Thus, it is used majorly for import and export processes wherever buyer and seller have no work history.
At the same time, the commercial invoice is made for the services/products provided. While both documents look more or less the same, it is less likely that a vendor will use them. However, commercial ones are the ones shared for billing purposes. Luckily, the best free invoice app for iPhone will help you automate the whole process and improve customer relations.
How to Create Proforma Invoices Via Mobile App?
Whenever you make an invoice with a mobile app, it will automatically be saved as a proforma invoice till you give it a final confirmation. But, please note that at this stage your document will not have an invoice number. Besides, it will not be labeled as “Proforma Invoice.”
Luckily, iOS and Android apps have a short to zero learning curve, and you can easily make invoices on the go. Here is how you can make a proforma invoice via a mobile app.
- Tap the “+” icon on the screen.
- Then, select “Create New Invoice.”
- Fill in all the necessary details. These include quantity, customer details, VAT, price, and other relevant parameters.
- Click on the ‘More’ icon
- An iPhone and Android app will help you seamlessly create and edit proforma invoices.
- Once you are done with all the changes, you can either print your invoice, send it to your teammates for cross-checking or share it with your clients directly.
- Click on “Complete Invoice” to save the invoice.
- Your invoice will be assigned a new number and can act as a template for future purposes.
The good part is you can share it via any messaging and email app. These include Facebook Messenger, WhatsApp, Gmail, and other apps. If you choose to finalize your invoice later, you will be able to do it without any hassles.
Good proforma invoices are a great way to bond with customers and understand their preferences. The best free invoice app for iPhone and Android will help your invoice stand out.
Pro Forma and Commercial Invoice Format
It is very important to label the invoices, as both invoices look similar. Most importantly, you should remember that sharing a proforma invoice is not grounds for demanding payments. Customers are only bound to pay you when you render your services or set payment terms, as discussed before.
Wrapping Up
This was all about how the best free invoice app for Android and iPhone can help you send invoices faster and get paid faster. The best free invoice app for iPhone can also help you make customized proforma invoices and stay on top of client demands.
You can expect to receive advance payments via proforma invoice. Besides, it will help you deliver services better and settle your dues on time to keep relations smooth. Besides, using the best free invoice app for Android will also help you eliminate payment duplications.
