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To write a pro forma income statement, first list all of your anticipated sources of income. If your company has multiple sources of revenue, such as retail and wholesale sales, use a separate line for each. Base your pro forma projections on past sales figures and trends, such as consistent 20-percent annual growth.

Because proforma invoices aren't considered to be official invoices, they're not subject to the same rules and regulations, so it isn't strictly necessary to include details about VAT on any proforma invoice that you send.

How to Do a Pro Forma StatementCalculate revenue projections for your business. Make sure to use realistic market assumptions to write an accurate pro forma statement.Estimate your total liabilities and costs. Your liabilities are loans and lines of credit.Estimate cash flows.Create the chart of accounts.

Like a regular invoice, proforma invoices should include contact details, a date of issue, a description of the goods or services provided, the total amount due, and any VAT. They might also include payment details or terms and conditions such as which methods of payment you accept and when payment is expected.

Like a regular invoice, proforma invoices should include contact details, a date of issue, a description of the goods or services provided, the total amount due, and any VAT. They might also include payment details or terms and conditions such as which methods of payment you accept and when payment is expected.

Like a regular invoice, proforma invoices should include contact details, a date of issue, a description of the goods or services provided, the total amount due, and any VAT. They might also include payment terms such as which methods of payment you accept and when payment is expected.

A proforma invoice is also sent to a customer before your products are delivered or your services provided, but it is considered more binding than a quotation although not legally binding like a completed invoice.