Preboleta

English translation: pro-forma

09:22 May 31, 2022
Spanish to English translations [PRO]
Law/Patents - Finance (general) / Money Laudering
Spanish term or phrase: Preboleta
Cabe recordar que, en el marco del servicio de recepción y transmisión de órdenes, de manera
previa a la contratación de un producto complejo, si la operación resulta no conveniente, siempre será necesario informar y obtener el consentimiento del cliente en soporte duradero
a través de la obtención de la "preboleta" firmada

All help much appreciated
TIA
John O'Brien
Local time: 17:08
English translation:pro-forma
Explanation:
I cannot offer any linguistic reasoning for my suggestion, simply the fact that I ofen see "pro-forma" in this kind of text in English.

What is a pro forma document?
/ˌprəʊˈfɔːmə/ us. COMMUNICATIONS. a particular type of letter, document, etc. that is created as an example to show how others of the same type should be written or prepared: Save this document and use it as a pro forma for future documents.25 May 2022

PRO FORMA | meaning in the Cambridge English Dictionary

Pro forma - Wikipedia
https://en.wikipedia.org › wiki › Pro_forma
The term pro forma is most often used to describe a practice or document that is provided as a courtesy or satisfies minimum requirements, conforms to a ...
‎Accounting · ‎Business · ‎Government

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Note added at 1 day 1 hr (2022-06-01 11:22:40 GMT)
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https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&c...

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Note added at 1 day 2 hrs (2022-06-01 11:23:08 GMT)
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In the United States Court of Federal Claims
https://ecf.cofc.uscourts.gov › show_public_doc
PDF
Further, while petitioner signed pro forma consent forms and there are some records that indicate that petitioner alone verbalized understanding, ...
Selected response from:

AllegroTrans
United Kingdom
Local time: 16:08
Grading comment
Thank you AllegroTrans
4 KudoZ points were awarded for this answer



Summary of answers provided
4prior note
Sonia Maldonado
3 +1pro-forma
AllegroTrans
3preliminary receipt ; (edu) pre-admission form
Adrian MM.
4 -1advance payment
Francois Boye
Summary of reference entries provided
boleta / preboleta
neilmac

Discussion entries: 6





  

Answers


1 hr   confidence: Answerer confidence 4/5Answerer confidence 4/5
prior note


Explanation:
OBTAINING A PRIOR NOTE SIGNED

Sonia Maldonado
United States
Local time: 11:08
Specializes in field
Native speaker of: Native in SpanishSpanish
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3 hrs   confidence: Answerer confidence 3/5Answerer confidence 3/5
pre-boleta, Arg. + Mex
preliminary receipt ; (edu) pre-admission form


Explanation:
This cannot be Spain. So we need to know the country of origin as pre(-)boleta, in Mexican education, can also mean a preliminary admission reference.

Boleta: Arg, Chi > receipt vs. boleto > order ticket, West.

In UK export, the term of a 'customs docket' (preprinted form) was used in pre-Internet days for document like a 'pre-boleta aduanal'.

Example sentence(s):
  • Mex: El verificador emite *pre-boleta aduanal* en el SIBA con instrucciones de trámite mediante agente aduanal.
  • Mex: Entonces el día 17 de febrero que entren al saes a conocer su grupo y su turno deberán usar el número de boleta los alumnos que tengan asignado uno, de lo contrario entrarán con la pre-boleta.

    Reference: http://anam.gob.mx/wp-content/uploads/2022/05/Manual-de-Oper...
    www.upiita.ipn.mx/adjuntos/gestion_escolar/2021/BOLETAS Y PREBOLETAS (1).pdf
Adrian MM.
Austria
Specializes in field
Native speaker of: Native in EnglishEnglish
PRO pts in category: 143
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4 hrs   confidence: Answerer confidence 4/5Answerer confidence 4/5 peer agreement (net): -1
advance payment


Explanation:
Advance payments are made before receiving a good or service.



Francois Boye
United States
Local time: 11:08
Specializes in field
Native speaker of: Native in FrenchFrench
PRO pts in category: 335

Peer comments on this answer (and responses from the answerer)
disagree  AllegroTrans: since whatever this is is signed ("firmada") I don't see how it can be a payment; and "goods" is an uncountable noun
4 hrs
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1 day 1 hr   confidence: Answerer confidence 3/5Answerer confidence 3/5 peer agreement (net): +1
pro-forma


Explanation:
I cannot offer any linguistic reasoning for my suggestion, simply the fact that I ofen see "pro-forma" in this kind of text in English.

What is a pro forma document?
/ˌprəʊˈfɔːmə/ us. COMMUNICATIONS. a particular type of letter, document, etc. that is created as an example to show how others of the same type should be written or prepared: Save this document and use it as a pro forma for future documents.25 May 2022

PRO FORMA | meaning in the Cambridge English Dictionary

Pro forma - Wikipedia
https://en.wikipedia.org › wiki › Pro_forma
The term pro forma is most often used to describe a practice or document that is provided as a courtesy or satisfies minimum requirements, conforms to a ...
‎Accounting · ‎Business · ‎Government

--------------------------------------------------
Note added at 1 day 1 hr (2022-06-01 11:22:40 GMT)
--------------------------------------------------

https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&c...

--------------------------------------------------
Note added at 1 day 2 hrs (2022-06-01 11:23:08 GMT)
--------------------------------------------------

In the United States Court of Federal Claims
https://ecf.cofc.uscourts.gov › show_public_doc
PDF
Further, while petitioner signed pro forma consent forms and there are some records that indicate that petitioner alone verbalized understanding, ...

AllegroTrans
United Kingdom
Local time: 16:08
Specializes in field
Native speaker of: Native in EnglishEnglish
PRO pts in category: 251
Grading comment
Thank you AllegroTrans

Peer comments on this answer (and responses from the answerer)
agree  neilmac: Sometimes called a "pre-invoice"...
19 hrs
  -> I think in this case it moght be a "pre order" by a customer of the bank for one of its financial products
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Reference comments


1 day 21 hrs
Reference: boleta / preboleta

Reference information:
In some countries, "boleta" refers to an invoice, and "preboleta" would thus mean the pro forma invoice or pre-invoice.
In Mexico, AFAIK, it is called a "comprobante", often translated as "receipt", although all intents and purposes it is an invoice as well.
It's a bit of a minefield, really...

Example sentence(s):
  • Before payment we will send you an E-mail with the Pre-invoice
  • Antes del acto del pago, recibirá un e-mail con la factura pro forma

    https://www.linguee.es/ingles-espanol/traduccion/pre-invoice.html
    https://msptucuman.gov.ar/boleta-digital/
neilmac
Spain
Native speaker of: Native in EnglishEnglish
PRO pts in category: 227
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