Proforma Invoice Format
A proforma invoice template is used as a preliminary bill of sale before goods or services are delivered, giving clients an overview of charges.
- Provides a preliminary overview of costs.
- Includes itemized products/services with estimated pricing.
- Helps confirm sales agreements before final invoicing.
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What Should Be Included in Proforma Invoice Template
Client and Vendor Information:
Clearly state the client’s name, contact details, and the vendor’s business information to ensure proper communication.
List of Goods or Services:
Provide a detailed description of the products or services being offered, including quantities, unit prices, and any applicable discounts.
Proforma Invoice Number and Date:
Assign a unique proforma invoice number and include the date of issue to ensure easy tracking and reference for both parties.
Estimated Total Cost:
Summarize the total cost, including applicable taxes and fees, so clients are fully informed before the final purchase.
Terms of Sale:
Outline the payment terms, shipping details, and delivery date, allowing both parties to agree on the transaction’s specifics.
Special Instructions or Notes:
Include any special notes related to the agreement, such as custom orders or specific client requirements.
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Frequently Asked Questions (FAQs)
A proforma invoice template is a pre-invoice document outlining the products/services offered and their estimated costs. It acts as a quote before the final invoice is issued.
It is used when a buyer wants a detailed cost breakdown before finalizing the sale, helping them review the agreement before moving forward.
No, a proforma invoice is not legally binding. It is a pre-invoice document that serves as a quote for the buyer's approval.
Yes, proforma invoices can be customized to include industry-specific terms, products, or services, making them flexible for various businesses.
It helps businesses and clients align expectations, reducing disputes by outlining costs and terms upfront before the final sale.
