Creating a Pro-Forma Invoice
3 September 2017
We appreciate that most companies these days require that pro-forma invoices (frequently 3 of them) are submitted to the accounts section ahead of final approval for the purchase.
With something like a water cooler, it may become a little more complicated than simply printing the product pages: for example you may decide to go for the full package, where you purchase the water dispenser, installation and servicing.
With WaterSystems4U all you have to do is:
- Add everything you want to be on the pro-forma to the basket
- Go to Checkout
- Fill in your account details (email, address etc. so that the correct delivery charge can be applied)
- At the 2nd stage (before payment) you have the option of proceeding with the purchase, or you can simply click the 'Pro-forma' link and save/print it.
- You can then return at a later time and complete the purchase.