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A proforma invoice is a preliminary bill or estimated invoice which is used to request payment from the committed buyer for goods or services before they are supplied. A proforma invoice includes a description of the goods, the total payable amount and other details about the transaction.

How to Use a ProForma Invoice Calculate Goods to be Sent. Review the order in detail and calculate the total preliminary costs. Describe Each Preliminary Charge. Complete the invoice by filling out these preliminary quantities and costs. ... Submit Invoice. ... Ship the Goods.

Proforma invoices are essentially 'draft invoices', meaning they don't have the same legal importance as finalised invoices. Therefore, this means that: A customer is not legally required to pay the amount on a proforma invoice. Proforma invoices cannot be used to reclaim VAT.

One way of creating a proforma invoice is to adjust an invoice template in Word or Excel to become a proforma invoice template by removing the invoice number and changing the title of the document. You then have to save the proforma invoice, attach it to an email, and manually convert it to a finalised invoice.

A proforma invoice should not have an invoice number. Invoice numbers are reserved for completed invoices. Once a proforma invoice is finalised, the completed invoice should follow your invoice number sequence. The issue date of the proforma invoice doesn't need to match the date of the finalised invoice.

How to create a proforma invoice Determine the item costs. To create a proforma invoice, start by determining all the costs associated with the products or services listed on the invoice. ... Add the invoice's basic information. ... List the invoice items. ... Include the agreement's terms. ... Reach an agreement with the purchaser.

A pro forma invoice does not have to be signed, but usually the seller signs the document as evidence of the agreement between the buyer and seller.

Vyapar's online proforma invoice maker tool offers all fields required for a professional requirement. Using Vyapar, you can customize it and create a professional proforma invoice.