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Let me show you how to easily
create a Proforma Invoice.
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Let's say that I'm an exporter
based in the USA
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and I want to sell a 20-foot container
of furniture products
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to my buyer in Australia.
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For the Seller,
I can select from my pre-saved list
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to create and save
new company details.
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Let's say, ABC Exports.
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The Buyer, I will select from my list.
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Port of Loading is Long Beach.
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On the right,
I put my Invoice Number...
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And I can choose to put a Delivery Date.
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Terms of payment, let's say,
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balance upon Bill of Lading."
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And, I enter the products
into my Pro Forma Invoice.
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I can click and select my products
or click, Create new,
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to create and save new product details.
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So, I select some bar stools.
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All of the information
is entered,
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I just have to enter
the quantity.
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and keep adding more products.
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I can add
any additional surcharges
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such as freight
and other surcharges here.
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I can enter any additional information
to the document
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or add my bank details here
to help me get paid faster.
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Then, I select the IncoTerm,
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Select the currency,
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Then, at the bottom,
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I sign and date the document.
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Place of issue is Long Beach.
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Signatory Company is my company,
ABC Exports.
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Name of Authorized Signatory
is my name.
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Now, I can sign using my mouse
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or if I've already created
my profile signature,
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I just click,
Use Profile Signature
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and it will automatically insert
into the document.
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At the top,
I confirm my reference number.
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Then, click, Save
and the document will be created.
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On the left,
I can view the document
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and it will show exactly as I created it
on my screen.
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I can download and print
the document here.
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Open the PDF document
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and it will show exactly as
I created it on my screen.
