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Post Info TOPIC: Proforma vs Invoice


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Proforma vs Invoice

Hello all,

I wonder if you can help. This may be very straightforward to most of you on here however, it is causing me a bit of a headache.

I'm currently using Sage Business Cloud Accounting.

If you create a proforma, do you then create the invoice from that proforma and if you do, if there is a difference between the proforma price and the cost of the work carried out, do you raise a credit note then against that invoice?

At the moment, I raise a proforma for work we carry out, however, that price may differ from the actual cost of the work carried out and I am trying to work out the best process for this. As a rule, once the proforma is paid, I allocate the payment on account but then the invoice I send to the customer will differ against the payment they have made to us.

My apologies if this question is a bit basic, I am just trying to work out the best process.

Many thanks


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