Pro Formas and Credit Notes

17 August 2017

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’.

Pro forma quotes

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).

Credit notes for invoices

Happy paperwork-ing!

 

About the author

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

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