Proforma Invoice Doc - Page 2

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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.

When it comes to creating, editing, and sharing proforma invoice documents online, pdfFiller offers a reliable and convenient solution. With unlimited fillable templates and powerful editing tools, pdfFiller is the go-to PDF editor for getting your documents done quickly and efficiently.

Video Tutorial How to Fill Out proforma invoice doc

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Questions & answers

How do I make a proforma invoice?

There are a few main elements of a proforma invoice, including: Company name and contact information. Customer or client name and contact information. Shipping information. Item names. Item descriptions. Price per unit. Total cost per line item. Total invoice cost.

How do I create a proforma invoice in Word?

One way of creating a proforma invoice is to adjust an invoice template in Word or Excel to become a proforma invoice template by removing the invoice number and changing the title of the document. You then have to save the proforma invoice, attach it to an email, and manually convert it to a finalised invoice.