[et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.7″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.7″ _module_preset=”default” text_text_color=”#000000″ text_font_size=”18px” text_line_height=”1.6em” max_width=”860px” module_alignment=”center” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n
As a founder or entrepreneur, you’re managing many competing priorities, including product development and customer relations. What tests even the most successful business owners is paperwork \u2014 specifically, knowing when to send a quotation, a proforma invoice, or an actual invoice.<\/p>\n
The good news is that these three documents follow a natural sequence in almost every transaction. Once you understand the role each one plays and when it belongs in that sequence, administration becomes far easier to handle. In the next section, we break down that sequence.<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.7″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” background_color=”#fafcfe” sticky_enabled=”0″][et_pb_row _builder_version=”4.27.7″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][dsm_text_divider header=”The Business Document Journey” _builder_version=”4.27.7″ _module_preset=”default” header_level=”h2″ header_font=”|700|||||||” header_text_color=”#000000″ header_font_size=”32px” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][\/dsm_text_divider][et_pb_text _builder_version=”4.27.7″ _module_preset=”default” text_text_color=”#000000″ text_font_size=”18px” text_line_height=”1.6em” max_width=”860px” module_alignment=”center” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]Most transactions move through the same three stages, and each document exists to serve the stage it belongs to:<\/p>\n
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Skipping a stage, or treating one document as if it were another, is where most of the confusion \u2014 and most of the disputes \u2014 come from. To help you avoid that, the sections below break down exactly how to tell them apart and when to send each one.[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ theme_builder_area=”post_content” _builder_version=”4.27.7″ _module_preset=”default”][et_pb_row _builder_version=”4.27.7″ _module_preset=”default” theme_builder_area=”post_content”][et_pb_column _builder_version=”4.27.7″ _module_preset=”default” type=”4_4″ theme_builder_area=”post_content”][dsm_text_divider header=”What’s the Difference?” _builder_version=”4.27.7″ _module_preset=”default” header_level=”h2″ header_font=”|700|||||||” header_text_color=”#000000″ header_font_size=”32px” global_colors_info=”{}” theme_builder_area=”post_content”][\/dsm_text_divider][et_pb_code _builder_version=”4.27.7″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]