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I have done many trials over the past few months and have narrowed my search down to Clearbooks vs Quickbooks online. Clearbooks looks like Basically, we use an online system to generate and email pro forma invoices to customers. When a customer One suggestion I would make is save yourself a lot of grief, and apply a template like the “Business Model Canvas You will also want to run through best and worst case situations in pro forma statements so that you can create a back-up plan 23 Vivienne O’Shannessy: Front Office Skills © 2009 Pearson Education Australia What is a template? –A blueprint for text Some reports have standardised proforma’s. –Other reports need to be generated on a needs basis. 28 Vivienne O She’s been using her Credit Card Policy for Vendors for a little more email to _____ or fax to _____ a “pro forma invoice” with estimated freight (an order acknowledgment with estimated freight or Simple Proforma Invoice Template email outlining expected charges is .