What is proforma invoice doc?
A proforma invoice doc is a preliminary bill issued by a seller to a buyer before the actual sale transaction takes place. It is used to provide the buyer with a detailed description of the goods or services being offered, along with the estimated costs and terms of the sale. The proforma invoice doc is not a legally binding document but serves as a confirmation of the seller's intent to supply the goods or services as per the terms mentioned.
What are the types of proforma invoice doc?
There are different types of proforma invoice documents that can be used depending on the nature of the transaction. Some common types include:
Commercial proforma invoice - used for international shipments and includes details like shipping terms, customs duties, and taxes.
Service proforma invoice - used when offering professional or non-tangible services to clients.
Product proforma invoice - used mainly for physical products and includes details like quantities, prices, and product descriptions.
How to complete proforma invoice doc
Completing a proforma invoice doc is a straightforward process. Here are the steps involved:
01
Start by entering your company's name, address, and contact details at the top of the document.
02
Include the recipient's details, such as their name, address, and contact information.
03
Provide a unique invoice number and the date of issuance.
04
Describe in detail the goods or services being offered, including their quantities, prices, and any applicable discounts or taxes.
05
Specify the payment terms, such as the due date and accepted payment methods.
06
Include any additional terms and conditions, if applicable.
07
Calculate the total amount due and include it prominently on the proforma invoice doc.
08
Review the completed document for accuracy and make any necessary adjustments.
09
Save the proforma invoice doc as a PDF file or print it for sharing with the buyer.
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