
Get the free pro forma invoice - CB Customs Brokerage Services
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PRO FORMA INVOICE
FOR CUSTOMS CLEARANCE EXPORTER, SELLER, CONSIGNOR CB CUSTOMS BROKERAGE SERVICES LLC
FILER CODE: 9L7
RELEASE×CBCUSTOMSBROKERAGE.COM
OFFICE: 18555535083
CELL: 17165506181
FAX: 17165074038TAX/EIN
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How to fill out pro forma invoice

How to fill out pro forma invoice
01
To fill out a pro forma invoice, follow these steps:
02
Start by including your business name, address, and contact information at the top of the invoice.
03
Provide the recipient's details, including their name, address, and contact information. Ensure accuracy to avoid any issues.
04
Include a unique invoice number and the date of issuance.
05
Clearly specify the items or services being provided. Include a description, quantity, and unit price for each item.
06
Calculate the total amount for each item by multiplying the quantity with the unit price.
07
Sum up the total amount of all items to calculate the subtotal.
08
If applicable, include any discounts or additional charges.
09
Calculate the final amount by adding or subtracting the discounts/charges from the subtotal.
10
Specify the payment terms, such as due date and preferred method of payment.
11
Provide any additional notes or terms and conditions as necessary.
12
Finally, review the pro forma invoice for accuracy and completeness before sending it to the recipient.
Who needs pro forma invoice?
01
Pro forma invoices are commonly used by:
02
- Exporters who need to provide an estimate of the cost and details of goods for customs or other purposes before the actual shipment.
03
- Importers who require a pro forma invoice from the exporter to facilitate the customs clearance process and calculate landed costs.
04
- Freelancers or small businesses that need to provide a detailed quote to clients before starting a project or providing goods/services.
05
- Businesses that offer subscription-based services and need to outline the pricing and terms for potential customers.
06
- Any business or individual involved in international trade or transactions where there is a need to provide an estimated invoice.
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What is pro forma invoice?
A pro forma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods.
Who is required to file pro forma invoice?
Exporters are typically required to file pro forma invoices.
How to fill out pro forma invoice?
To fill out a pro forma invoice, include details such as item description, quantity, price, terms of sale, and payment information.
What is the purpose of pro forma invoice?
The purpose of a pro forma invoice is to provide the buyer with an estimate of the costs associated with a transaction before the actual sale takes place.
What information must be reported on pro forma invoice?
Information such as item description, quantity, price, terms of sale, payment information, and shipping details must be reported on a pro forma invoice.
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