Change type in the Proforma Invoice effortlessly

Aug 6th, 2022
Icon decoration
0
forms filled out
Icon decoration
0
forms signed
Icon decoration
0
forms sent
Service screenshot
01. Upload a document from your computer or cloud storage.
Service screenshot
02. Add text, images, drawings, shapes, and more.
Service screenshot
03. Sign your document online in a few clicks.
Service screenshot
04. Send, export, fax, download, or print out your document.

Generate forms from scratch and quickly Change type in Proforma Invoice with DocHub

Form edit decoration

At first sight, it may seem that online editors are very similar, but you’ll discover that it’s not that way at all. Having a powerful document management solution like DocHub, you can do far more than with traditional tools. What makes our editor so special is its ability not only to quickly Change type in Proforma Invoice but also to create documentation completely from scratch, just the way you want it!

Despite its extensive editing features, DocHub has a very easy-to-use interface that offers all the features you need at hand. Therefore, adjusting a Proforma Invoice or an entirely new document will take only a couple of moments.

Adhere to our guideline on how to generate forms and Change type in Proforma Invoice in just a few clicks:

  1. Add a file that needs to be adjusted. Our editor provides several options to upload files - import your Proforma Invoice from your device, cloud storage, an email attachment, or a template collection. There’s also a URL-upload option offered.
  2. Generate your own fillable template. As an alternative, click on the Create Blank Document key in your Dashboard and design your form yourself as you want.
  3. Make necessary updates. Utilize the upper tool pane to add, highlight, or whiteout text, place pictures and graphics, draw, or add different icons as required. Let other parties know about your content changes with Notes and Comment buttons.
  4. Create fields for fill-out. Take advantage of the Manage Fields key on the left and drag and drop fields for text, checkmarks, dropdowns, dates, initials, and signatures where you need them to appear.
  5. Approve your Proforma Invoice. When you complete editing, click Sign to generate your legally-binding eSignature - request signatures from other people after adding Signature fields and assigning them to relative parties.
  6. Save and share your documentation. Download or export your file after completing it with additional password protection. Send your Proforma Invoice via email, fax, signing request link, or a shareable URL.

Sign up for a free trial and celebrate your best-ever paperwork-related experience with DocHub!

PDF editing simplified with DocHub

Seamless PDF editing
Editing a PDF is as simple as working in a Word document. You can add text, drawings, highlights, and redact or annotate your document without affecting its quality. No rasterized text or removed fields. Use an online PDF editor to get your perfect document in minutes.
Smooth teamwork
Collaborate on documents with your team using a desktop or mobile device. Let others view, edit, comment on, and sign your documents online. You can also make your form public and share its URL anywhere.
Automatic saving
Every change you make in a document is automatically saved to the cloud and synchronized across all devices in real-time. No need to send new versions of a document or worry about losing information.
Google integrations
DocHub integrates with Google Workspace so you can import, edit, and sign your documents directly from your Gmail, Google Drive, and Dropbox. When finished, export documents to Google Drive or import your Google Address Book and share the document with your contacts.
Powerful PDF tools on your mobile device
Keep your work flowing even when you're away from your computer. DocHub works on mobile just as easily as it does on desktop. Edit, annotate, and sign documents from the convenience of your smartphone or tablet. No need to install the app.
Secure document sharing and storage
Instantly share, email, and fax documents in a secure and compliant way. Set a password, place your documents in encrypted folders, and enable recipient authentication to control who accesses your documents. When completed, keep your documents secure in the cloud.

Drive efficiency with the DocHub add-on for Google Workspace

Access documents and edit, sign, and share them straight from your favorite Google Apps.
Install now

How to Change type in the Proforma Invoice

4.7 out of 5
37 votes

hiya folks welcome back to the small business toolbox where we talk about the nuts and bolts of self-employment in the UK Im Andy mark and Ive been self-employed for a long time and Im just hoping that some of the things that Ive learned over the years can benefit you in some way last time we had a little chat about invoicing and actually getting paid by your customers today were going to chat about a different type of invoice and thats called a pro-forma invoice a regular invoice is generally used to get paid for work that youve already done but what if you want to get paid in advance for some work well thats where the pro forma invoice comes into play as were briefly touched on last time a regular invoice fulfills two different roles its a tax document and its a legal document a pro forma doesnt work like that its not a tax document its of no use whatsoever for your accounts or the accounts of the person that youd give it to and its also only loosely a legal document i

video background

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.
Contact us
Convert a pro forma to a full invoice Go to Sales, and then click Sales Invoices. Select the pro forma invoice. Clear the Save as check box. If your customer has requested any changes, make these now. Click the required save option.
Amend the pro forma invoice details and delivery and invoicing details as required. You can add, edit or delete goods, services and cost items as required. To add items, click Add Items and select the required item line type.
Similarly to a quotation document, if the sale does not go ahead, no action is required to edit or cancel the proforma invoice. That means its possible for a customer to change their mind and not go ahead with a purchase even after youve sent them a proforma invoice.
To edit an existing form, go to the forms list (Jira Settings Manage Apps ProForma Forms or Project Settings Forms), find the relevant form and click Edit. The form will open in the form builder and you can make the desired edits.
Proforma invoices are not legally binding and are not counted as official sales in your accounting department. Traditional invoices confirm a purchase or sale, whereas proforma invoices are just a way to establish the terms of the sale.
A final sales invoice (also called a commercial invoice, final invoice, or official invoice) is a business instrument that states the total amount due and requests payment. A proforma invoice is a declaration by the seller to provide products or services in the future and isnt a legally binding agreement.
To edit an existing form, go to the forms list (Jira Settings Manage Apps ProForma Forms or Project Settings Forms), find the relevant form and click Edit. The form will open in the form builder and you can make the desired edits.
A proforma invoice is a preliminary invoice that is sent to a buyer before a sale is confirmed. This invoice highlights the deliverables from the sellers end such as the goods or services to be delivered, their prices, shipping information, and delivery date.

See why our customers choose DocHub

Great solution for PDF docs with very little pre-knowledge required.
"Simplicity, familiarity with the menu and user-friendly. It's easy to navigate, make changes and edit whatever you may need. Because it's used alongside Google, the document is always saved, so you don't have to worry about it."
Pam Driscoll F
Teacher
A Valuable Document Signer for Small Businesses.
"I love that DocHub is incredibly affordable and customizable. It truly does everything I need it to do, without a large price tag like some of its more well known competitors. I am able to send secure documents directly to me clients emails and via in real time when they are viewing and making alterations to a document."
Jiovany A
Small-Business
I can create refillable copies for the templates that I select and then I can publish those.
"I like to work and organize my work in the appropriate way to meet and even exceed the demands that are made daily in the office, so I enjoy working with PDF files, I think they are more professional and versatile, they allow..."
Victoria G
Small-Business
be ready to get more

Edit and sign PDF for free

Get started now