Get Proforma Invoice 2020-2026

A Proforma Invoice serves as a preliminary bill of sale that outlines the details of a transaction before the final invoice is issued. This guide will provide step-by-step instructions to help users complete the Proforma Invoice online accurately and efficiently.

Follow the steps to fill out the Proforma Invoice online

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in the invoice date in the designated field to specify when the invoice is generated.
3. Enter the ship date, which is the date you intend to ship the products listed.
4. Complete the file number field, which is for internal tracking purposes.
5. In the Consignee section, provide the name and address of the person or entity receiving the goods.
6. In the Bill To section, input the billing information of the person or organization responsible for payment.
7. Under shipment information, enter the customer PO number and letter of credit number if applicable.
8. Specify the mode of transportation (e.g., air, sea, land) used for the shipment.
9. Indicate the PO date related to the purchase order.
10. Select the currency in which the transaction will occur.
11. Fill in the transportation terms, describing who is responsible for transportation costs.
12. Enter any relevant reference number in the Ref No field for additional tracking.
13. Define the payment terms that will govern the transaction.
14. Indicate the number of packages being shipped.
15. Provide the AWB or BL number, which tracks the shipment.
16. Complete the Incoterms description to clarify the responsibilities between seller and buyer.
17. Enter the total gross weight of the shipment in kilograms.
18. For each item being sold, list the item number, description, product number, harmonized number, country of origin, and serial number.
19. Input the quantity and unit of measure (UOM) for each item.
20. Fill in the unit price for each product.
21. Calculate and enter the total price for each item.
22. Review the total price at the bottom to ensure it accurately reflects all items.
23. Finally, declare all information is true and correct by providing your signature, title, and date.
24. Once completed, users can save changes, download, print, or share the completed Proforma Invoice.

Complete your Proforma Invoice online today!