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Get the free Proforma Export Invoice - baybrokerageinc.com

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PAGE 01 OF 01 NAME AND ADDRESS OF EXPORTER CUSTOMER NO. U.S. CUSTOMS CLEARANCE BY: REFERENCE NO. INVOICE DATE LOCAL CARRIER SHIP TO: NOTIFY: EXPORTING CARRIER IRS# PORT OF ENTRY SOLD TO ORIGIN (Country×Province)
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How to fill out a proforma export invoice:

01
Start by providing your company's contact information, including your company name, address, and contact details. This information should be placed at the top of the invoice.
02
Include the date of the invoice, which should be the date when you are preparing the invoice.
03
Next, provide the customer's contact information, including their company name, address, and contact details. Make sure to spell their name and address correctly to avoid any confusion.
04
Specify the terms of the sale. This includes the agreed-upon payment terms, such as whether it is cash in advance, letter of credit, or any other agreed upon method.
05
Describe the products or services being sold. Include details such as the quantity, unit price, total price, and any additional charges or discounts. Be as specific as possible to avoid any misunderstandings.
06
Outline the shipping details, including the method of transportation, estimated delivery date, and any relevant shipping terms or Incoterms. This is important to ensure that both parties understand their responsibilities and obligations regarding the shipment.
07
Include any necessary additional information, such as packing instructions, special instructions, or any other relevant details pertaining to the transaction.
08
Calculate the total amount due, including any taxes or fees that may apply. Make sure to provide a breakdown of how the total amount is calculated.
09
Finally, include your company's bank details and any applicable payment instructions to facilitate the payment process.

Who needs a proforma export invoice:

01
Exporters: Exporters need a proforma export invoice to provide a detailed breakdown of the products or services being sold, the terms of the sale, shipping details, and payment instructions. This serves as an important document for customs and taxation purposes.
02
Importers: Importers require a proforma export invoice to have a clear understanding of the transaction's terms and conditions, including the cost of goods, shipping details, and payment terms. It helps them to properly allocate funds and plan for the arrival of the goods.
03
Customs Authorities: Customs authorities use the proforma export invoice to verify the value of imported goods for customs duties and taxes. It helps them ensure that the importer complies with all necessary regulations and accurately calculates the costs associated with the importation.
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Proforma export invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods.
Exporters are required to file proforma export invoice for their international shipments.
Proforma export invoice should include detailed information about the goods being exported, the value of the goods, shipping details, and payment terms.
The purpose of proforma export invoice is to provide important information to the buyer before the actual shipment takes place, including the cost of the goods and any special terms.
Information such as description of goods, quantity, value, shipping terms, payment terms, and other relevant details must be reported on proforma export invoice.
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