Share the details

Quotations and invoices, finished in minutes.

The Client shares the business, the items, the prices and the tax details. Zatra Consultants and NEMBO return the quotation, the pro-forma invoice and the tax invoice on one letterhead, one A4 page each, with the amount in words matched to the total.

294finished specimens
8house styles
12working parts on every page
HoursTimeline
Finished work

The standard, shown whole.

Finished work for fictional companies, shown whole. Select a page to enlarge it and step through the set. Specimens are not sold.

Maize and cereals farming
Animal feed manufacturing
General retail shop
Concrete blocks and pavers
Mineral assay laboratory
Industrial park development
Short-stay apartments
Software development company
Pest control and fumigation

Open all 294   The catalogue, page by page

Worries and relief

The worry first, then the relief.

What the Client is worried about, and what the finished document carries to answer it.

Worry

The buyer asks for a pro-forma and the supplier sends a spreadsheet screenshot.

Relief

One deal, three documents on one letterhead: the quotation, the pro-forma and the tax invoice, each on one A4 page.

Worry

The tax officer or the auditor questions the layout.

Relief

Both tax numbers, a sequential number, and the taxable value, rate, tax and total in one block. The pro-forma states that it is not a demand for tax.

Worry

The buyer hesitates over delivery and payment.

Relief

Validity, lead time and Incoterms in plain sight, with a deposit and balance schedule that makes the first payment the obvious step.

Worry

The finance team cannot match the payment.

Relief

Bank details with SWIFT and a payment reference, and a verification QR carrying the number, total and due date.

What the reader checks

Built for the reader who decides.

  1. Opens the documentThe verdict or the answer sits on page one.
  2. Checks the evidenceEach figure traces to a dated source.
  3. DecidesApprove, revise or decline, with the reason in hand.
Quotation
  • Validity date and lead time
  • Delivery terms, Incoterms 2020 for cross-border goods
  • Deposit and balance schedule with amounts
  • Tax position: exclusive, zero-rated, exempt or reverse charge
  • Customer acceptance block
Pro-forma invoice
  • Reference to the accepted quotation
  • Place of delivery and country of origin
  • Packing and weight for customs and banks
  • Bank details with SWIFT and payment reference
  • Statement that a tax invoice follows on supply
Tax invoice
  • Seller and buyer tax identification numbers
  • A sequential number that never repeats
  • Date and place of supply
  • Taxable value, tax at the rate, and the total
  • Fiscal reference where the country runs one
Rejections handled

Where documents get turned down.

Rejected byA tax officer, auditor or buyer
The reason given

The invoice layout is questioned.

The finished document carries
  • Both tax numbers, a sequential number, the date and place of supply, and the taxable value, rate, tax and total in one block
Details in

What the Client shares.

Documents built from the Client's own details. The details arrive complete, a short document is delivered in minutes, and the written quote states the delivery time for the document ordered.

  1. Details inOne short form
  2. Zatra checksSources and figures
  3. NEMBO designsOne identity
  4. DeliveredEditable and print files
The Client shares
  • Business name, logo and brand colours
  • Customer name and tax identification number
  • Items, quantities and prices
  • The tax treatment and rate the business applies
  • Bank or mobile-money details for payment
  • Payment and delivery terms
What this is not
  • A tax invoice layout is not a fiscal receipt. A receipt from an approved fiscal device remains the issuer's own step, and the issuer confirms tax treatment with the tax authority or a tax adviser.
What comes back

Itemised, not described.

Quotation

Validity, lead time and delivery terms in plain sight, with a deposit and balance schedule.

Pro-forma invoice

Origin, packing and weights, bank details with SWIFT and a payment reference.

Tax invoice layout

Both tax numbers, a sequential invoice number, and the taxable value, rate, tax and total in one block.

Verification QR

A QR code on the page that opens the business's own contact or payment page.

Editable file and print PDF

The business keeps the editable file and the print-ready PDF.

Eight house styles

The style is chosen with the brand colours, so the set looks like the business.

The difference

Others, do it yourself, or Zatra and NEMBO.

The same document, three ways to get it.

Other providersDo it yourselfZatra and NEMBO
TimeDays of back and forthAn evening in a spreadsheetHours, from complete details
The setOne document at a timeOne document at a timeQuotation, pro-forma and tax invoice on one letterhead
Tax positionLeft to the customerGuessedStated up front and confirmed with the issuer's adviser
PaymentA bank number in the footerA bank number in the footerSWIFT, a payment reference and a QR that carries the amount
DesignA stock templateThe software defaultOne of eight house styles, drawn on the company's mark

Time, cost and sales figures are service targets set against the Client's own baseline and stated in the written quote. They are not guarantees.

Timeline, In hours
Hours

Hours, not days.

From complete details. A set for one deal is delivered the same working day the details are confirmed.

Cooperation

Advisers keep their clients.

Accountants, lawyers, consultants and agencies can refer this work, share it or hand over the part that does not fit, so the Client is served and nobody competes for the brief.

The partner desk
Brief

Share the details, receive the document.

Zatra Consultants Limited authors the content and checks the figures. NEMBO designs and delivers. The reply carries the written quote and the delivery time.

Zatra Consultants Limited: zatra.co. Tax registration and compliance support for the business issuing the invoice.

Share the details

Name, a way to reply and what the document is for. The written quote and the delivery time come back to the contact given.

Questions

Questions about invoices.

What is the difference between the three documents?

A quotation is an offer. A pro-forma invoice is a request for payment before delivery, often used to open a letter of credit. A tax invoice is the record of a completed taxable sale.

Are templates sold?

No. Each set is written on the Client's own name, items, prices and tax. The pages shown are finished work for fictional companies, shown to prove the finish.

Can the set cover many customers?

Yes. The first set fixes the style, and further documents follow the same letterhead.