What are Proforma Invoice Templates?

Proforma invoice templates are preliminary invoices sent to customers before the actual goods or services are delivered. They include pricing, descriptions of products or services, and terms of sale.

What are the types of Proforma Invoice Templates?

There are various types of Proforma Invoice Templates available to suit different business needs. Some common types include:

Standard Proforma Invoice Template
Commercial Proforma Invoice Template
Service Proforma Invoice Template

How to complete Proforma Invoice Templates

Completing Proforma Invoice Templates is a straightforward process that involves filling in the necessary details about the transaction. Here are some steps to help you complete the template:

01
Fill in the buyer's and seller's information
02
Include a description of the products or services
03
Specify the pricing and payment terms
04
Review and finalize the document before sending it to the customer

pdfFiller empowers users to create, edit, and share documents online. Offering unlimited fillable templates and powerful editing tools, pdfFiller is the only PDF editor users need to get their documents done.

Video Tutorial How to Fill Out Proforma Invoice Templates

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Questions & answers

The pro forma invoice: details the goods or services which will be supplied if payment is made. and. provides the document against which payment is invited.
You shouldn't pay a proforma invoice because it's not a binding agreement and the price may still change. Wait until an official sales invoice has been issued.
A pro forma is used before goods are shipped and no payment is required. A commercial invoice is sent after the goods have been delivered and now, it is time to pay.
A payment cannot be made on a proforma invoice. It is generated prior to the delivery of goods and services. A sales invoice would have to be created, with payment terms and other details, to be sent to the accounts payable department of the buyer.
This document also acts as a tentative agreement and is called the proforma invoice. Pro forma in Latin stands for 'for the sake of form,' implying that it is only a provisional document and will eventually be followed up with an official document.
A pro forma invoice is a quote in an invoice format that may be required by the buyer to apply for an import license, contract for pre-shipment inspection, open a letter of credit or arrange for transfer of hard currency.