Proforma Invoice Save For Free

A pro forma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods. The invoice will typically describe the purchased items and other important information, such as the shipping weight and transport charges.

The proforma invoice is used to create a sale, not to generate payment for a sale (the commercial invoice is used for payment purposes).Once the final proforma invoice is accepted by the buyer, it should be signed by the authorized buyer/importer and returned to the exporter.

Businesses use pro forma invoices when providing their customers with an estimate or quote for goods or services, and they serve to advise your customers of the final costs of a sales transaction. Pro forma invoices, when used, are always sent to your customers before goods and services are delivered.

Make sure your sales proposal or proforma invoice includes a statement that clearly states that both the price and terms of your offer are valid for a given period, such as 60 days. Be sure to state when that time period begins. I recommend using the date of the proposal as the beginning of the validity period.

Pro forma invoices are sent to buyers ahead of a shipment or delivery of goods or services. Most pro forma invoices provide the buyer with a precise sale price. A pro forma invoice requires only enough information to allow customs to determine the duties needed from a general examination of the included goods.

Providing as precise an estimate as possible, the goal of a proforma invoice is to avoid exposing your customer to any unanticipated charges or duties. Much like an invoice, a proforma invoice is a binding commercial agreement.

Only after a proforma invoice is converted to a true invoice will its value be registered in your accounts; this is because, until that point, there is no guarantee that the customer will agree to your terms.