1. . Find a covering letter to an invoice (enclosed a sample of the invoice).

Cover Letter for Invoice

A Cover Letter for Invoice is a letter used by the an individual or business when sending
an Invoice to explain the content of the invoice.

It is a normal business practice for businesses or individuals to send cover letter with an invoice
attached as a professional and polite way to request for payment.

The invoice includes particulars of the sender and recipient of the invoice, the purpose of the
invoice, the date the goods or services were delivered to the recipient and the payment method.

This cover letter is intended to enable the recipient recall what the invoice relates to by providing
a succinct explanation of the contents of the invoice.

How to use this document

This document can be adapted in emails as cover email before the invoice is attached and can
be used in a letter form.

After completing this document, the sender should sign the letter and attach the invoice to the
letter.

If the sender is a company or organization, one person who is authorized to send this invoice
should sign the invoice on behalf of the company or organization.

The sender should also keep the acknowledged copy of the cover letter for record purposes.
2. Find a covering letter to a pro-forma invoice (enclosed a sample of the invoice).
A proforma invoice is a document that is issued from the seller, the exporter, to the buyer, the
importer, to confirm the buyer’s intentions of purchasing the order. This is different from a
purchase order, in that the purchase order is issued from the buyer to the seller.
A pro forma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or
delivery of goods. The invoice will typically describe the purchased items and other important
information, such as the shipping weight and transport charges. Pro forma, Latin for “as a matter
of form” or “for the sake of form,” invoices often come into play with international transactions,
especially for customs purposes on imports.
Proforma Invoice is one of the important documents needed in buying and selling transactions.
Proforma invoices become temporary invoices given by suppliers or sellers to their customers
before sending goods or services.
This proforma invoice is also often referred to as a temporary invoice while a compilation of
goods delivery or service delivery is carried out in stages. So, this document helps remind buyers
to pay off payments for goods or services that they buy.

Proforma Invoice function

Broadly speaking, there are 7 proforma invoice functions that you need to know about,
including:

Proforma Invoice as an estimate of the estimated price to pay to pay a bill.

Record all estimated products to be purchased by consumers or customers.
The buyer can improve the goods or services, as well as the value of the purchased if what is
listed is not in accordance with the order.
Valid references for entering transactions into financial books.
Legitimate reference if later the goods or services recorded will be sold by the buyer to another
party.
Valid references as tax invoices for certain cases.
Referral if there is an error in the transaction, such as an error in the number of goods shipped.

Use of Proforma Invoice

When do companies use the Proforma Invoice? On what transactions does a company issue a
Proforma Invoice?

On some transactions with prepayment, the seller needs to issue a proforma invoice to ensure
that the financing of the purchase is guaranteed before starting to complete the order.

The company can also issue and send pro forma invoices as a form of payment request to the
buyer. At this rate, it can be concluded that the sale is most likely to occur.

Why is it most likely to occur? Because there are times when transactions between sellers and
buyers are canceled or still in the form of consideration. Therefore, the proforma invoice is seen
as a sales proposal indicating that the transaction is still in process.
The Elements in Making a Proforma Invoice
If you want to make a proforma invoice, there are several things you need to include in the
document, including:

Seller identity.
Proforma invoice date.
Name and description of the product or service purchased.
Price, purchase amount, tax rate, total tax, and total purchase amount.
Payment details.
Due date (if agreed).
You can enter other transaction information that is considered important to the buyer on the
Proforma Invoice, including sales and marketing info
3.Differentiate invoice and pro-forma invoice.

The invoice contains information about the goods or services purchased, the value of the bill to
be paid, as well as the payment terms that the customer needs to pay off. Invoices are official,
and are usually sent or issued when a purchase has been completed (for example, purchases of
500 pcs of seats have all been delivered to the customer's place).

Whereas the Proforma Invoice is a summary invoice sent to the buyer before sending the goods
or providing services. Proforma invoice contains information about the type and amount of
goods or services purchased, the value of the goods or services, and other important information
such as weight and shipping costs. In addition, proforma invoices are generally used as
temporary invoices with quotations.

The most striking difference between invoices and pro forma invoices is making transaction
records. The recording of transactions on the proforma invoice is still in the form of a draft so it
needs to get confirmation from the buyer so that it can be processed into an invoice.
4. Find 2 samples of statements of account. What are the differences?
1.
2.
The difference between statements of account :
1. in the first statement of account, the sender's data is next to the recipient's data , while in the second
statement of account, the sender's data is in the upper right of the letter and the letter destination data
is to the left of the letter after the title (statement of account)

2. Transactions on the first statement of account are sale, payment and credit, while on the
second account statement, the transaction is opening balance, payment receive and invoice.
3. The first statement of account has a reference while the second statement of account does not.