Proforma Invoice
A preliminary invoice that sets out the proposed goods, prices and transaction terms.
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What is a proforma invoice?
A proforma invoice helps the seller and buyer review an order before the final commercial invoice is prepared. Use it to describe the proposed products, prices, payment arrangements and delivery terms.
Key fields
- Seller and buyer
- Company names, addresses and contact details.
- PI number and validity
- A unique reference, issue date and offer validity date.
- Products
- Descriptions, specifications, quantities and units.
- Prices and currency
- Unit prices, additional charges, discounts and currency.
- Payment terms
- Agreed deposit, balance and payment arrangements.
- Delivery terms
- Delivery deadline, trade term and named place.
- Bank details
- Verified payment instructions, where applicable.