Worksheet

Quotation, proforma and invoice comparison sheet

A one-page table. Three columns cover quotation, proforma invoice and tax invoice. Rows cover purpose, who raises it, validity, stock effect, ledger effect, tax effect, advance handling and the customs fields to repeat. A blank row at the bottom records your own number series and who approves each document before it leaves.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Proforma invoice, quotation and tax invoice: when to use which”, www.gullysystem.com/blog/proforma-invoice-quotation-and-tax-invoice-when-to-use-which