Pro Forma invoicing

[wannabesavvy]

A quick one.

Up to now I have only issued regular invoices for work done/deposits.

I need to issue a Pro Forma Invoice for a new project and just wondering about the numbering scheme and how they align with my existing invoices.

I obviously need to number these documents. Does the number come off the next available in the regular invoice scheme or should I create a new scheme?

My current scheme is the full year follow by three digits, e.g. my 5th invoice for this year would be 2014005. I'm thinking my Pro Formas could be similar but prefixed with PFI

e.g. PFI2014001 for my first pro forma invoice.

Thanks.

 

[callybags]

A pro-forma invoice is not really an invoice at all- just a request for payment, so the numbering system is up to yourself.

When the job is done, or at whatever time is agreed you will issue a regular invoice as per mormal.

 

[wannabesavvy]

A pro-forma invoice is not really an invoice at all- just a request for payment, so the numbering system is up to yourself.

When the job is done, or at whatever time is agreed you will issue a regular invoice as per mormal.

Yea, I figured as much. Thanks for confirming.

I guess it's probably good practice to uniquely identity every document/letter you send somebody from your business.

Keeps things simple when clients query correspondence.

Than you.