Looking to create Pro Forma invoices? How about send out a Credit Note?
You are… great – that means we’ve got some good news for you – you can now create credit notes and pro forma invoices with YourTradebase.
Pro forma invoices can be generated by creating (or duplicating) a quote and changing the title to ‘Pro Forma’.
Credit Notes can be created from a new invoice – just select ‘Credit Note’ for the invoice title and enter a negative amount for the invoice price (e.g. -100.00).
Happy paperwork-ing!
By Adam Austin
Co-founder of YourTradebase. One quick, easy app that frees you from paperwork and lets you get back to the job you love. yourtradebase.com
