Making proforma invoices will now be much easier.

Proforma online invoice

The proforma invoice is a document that does not replace a invoice, but can be used as proof of an unfinished business operation. With FacturasCLOUD you can make a online proforma invoice, customize its appearance and content and include all necessary data. Thanks to our online billing program you can send your proforma invoices and standard invoices to your manager or your clients throught internet, and you will also have the possibility to store them 100% securely in the cloud and access its content whenever you need it.

How to make a proforma invoice with our online billing program FacturasCLOUD?

Making a proforma invoice is as simple as following these simple steps:

  1. Once you have registered and already have a username and password, log in to your private account and access the menu option "Sales > Proforma Invoices" from the top menu.

  1. You will see the list of existing proforma invoices and at the bottom of the screen you will have available a toolbar in which you must choose the "New Proforma Invoice" button.

  1. You will access to a form where you can create a new proforma invoice. This form allows you, among other things, to select the customer, set the products and services you want to add in the proforma invoice detail, add comments before and after the proforma invoice detail (this is very useful to enter any data in the proforma invoice such as account number to which the payment, the various forms of payment available, etc.). In short, you can add in an easy, simple and flexible all the necessary data for the correct completion of the proforma invoice.

  1. Once the proforma invoice is saved, it is stored in the system so that it can be consulted whenever necessary from the menu item "Sales > Proforma Invoices".

From FacturasCLOUD we hope that this information has been useful and that our online billing program is adapted to the needs of your company.