What is proforma invoice template?
A proforma invoice template is a document that serves as a preliminary or initial bill of sale issued by a seller to a buyer. It provides a detailed breakdown of the items or services being sold, including quantities, prices, and payment terms. Unlike a commercial invoice, a proforma invoice is not a legally binding document, but rather a tool used to inform the buyer about the proposed transaction.
What are the types of proforma invoice template?
There are several types of proforma invoice templates available to suit different business needs. These include:
Standard proforma invoice template: This is the most common type of proforma invoice template used for general sales transactions.
Product-specific proforma invoice template: This type of template is tailored for businesses that sell specific products or product categories.
Service-based proforma invoice template: Designed for service-oriented businesses, this template focuses on detailing the services being provided rather than physical goods.
Export proforma invoice template: Used specifically for international sales transactions, this template includes additional information required for customs clearance and shipping.
Proforma invoice template for advance payments: Suitable for situations where a buyer needs to make an advanced payment before receiving the goods or services.
How to complete proforma invoice template
Completing a proforma invoice template is a straightforward process. Here are the steps to follow:
01
Begin by entering your company's name, address, and contact details at the top of the template.
02
Include the buyer's information, such as their name, address, and contact details, below your company's details.
03
Provide a unique invoice number and date for easy reference and record-keeping.
04
List the items or services being sold, along with their quantities, unit prices, and any applicable taxes or discounts.
05
Calculate the subtotal by summing up the prices of all items or services.
06
Add any additional charges, such as shipping fees or handling charges, if applicable.
07
Include the total amount due, including taxes and additional charges.
08
Specify the payment terms, such as the accepted payment methods and the due date for payment.
09
Add any additional notes or terms and conditions that may apply to the transaction.
10
Review the completed proforma invoice template for accuracy and make any necessary adjustments before sharing it with the buyer.
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