Time is an important resource that every company treasures and tries to transform in a benefit. When selecting document management software, focus on a clutterless and user-friendly interface that empowers users. DocHub provides cutting-edge tools to enhance your file management and transforms your PDF editing into a matter of one click. Replace Number Fields to the Proforma Invoice with DocHub in order to save a ton of time and enhance your productivity.
Make PDF editing an simple and easy intuitive process that saves you plenty of precious time. Easily modify your documents and deliver them for signing without having adopting third-party software. Focus on pertinent tasks and increase your file management with DocHub starting today.
okay so this is how you create a performant invoice off of an estimate so customer can make a deposit once the customer accepts the estimate you open the estimate create a copy of the estimate estimate number pro forma invoice you have to have custom numbers turned odds when you have custom numbers turned on youre gonna want to keep track of your estimate number somewhere else in spreadsheet so that suggests 101 ami accepted it none perform an invoice sent on the six four seven six teen so this is perform invoice one two zero zero one to match the estimate number youre gonna create a deposit account thats called product or service so okay so were gonna add I add deposit its a non inventory item its going to be applied to customer deposits its not taxable so were gonna save that and were doing it as a separate line before we delete this one because once we change the name of this it wipes out all this information and we in the description we want to put what the Kyle client is