Ultimo aggiornamento il
Jan 16, 2026
Add Name Field to Proforma Invoice
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Introducing Proforma Invoice Add Name Field Feature
Welcome to our latest feature that will make creating proforma invoices even more efficient!
Key Features:
Easily add a customer's name to the proforma invoice
Customize the layout to include the name field in the desired location
Potential Use Cases and Benefits:
Streamline the invoicing process by personalizing each proforma invoice
Build better relationships with customers by addressing them by name
Increase professionalism and credibility with personalized documents
Say goodbye to generic proforma invoices and hello to a more personalized and engaging experience for your customers!
All-in-one PDF software
A single pill for all your PDF headaches. Edit, fill out, eSign, and share – on any device.
How to Add Name Field to Proforma Invoice
01
Go into the pdfFiller site. Login or create your account free of charge.
02
With a secured internet solution, you are able to Functionality faster than before.
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Go to the Mybox on the left sidebar to access the list of the files.
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Select the sample from the list or click Add New to upload the Document Type from your personal computer or mobile device.
Alternatively, you can quickly import the specified sample from well-known cloud storages: Google Drive, Dropbox, OneDrive or Box.
Alternatively, you can quickly import the specified sample from well-known cloud storages: Google Drive, Dropbox, OneDrive or Box.
05
Your file will open inside the function-rich PDF Editor where you could customize the template, fill it out and sign online.
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The powerful toolkit allows you to type text on the contract, put and modify photos, annotate, and so forth.
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Use sophisticated capabilities to add fillable fields, rearrange pages, date and sign the printable PDF form electronically.
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Click on the DONE button to finish the adjustments.
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Download the newly created file, share, print out, notarize and a lot more.
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See for yourself by reading reviews on the most popular resources:
Georgia G
2017-02-12
I am just getting started. I am happy with the forms - only done one but in a panic- and you all came through. However, I signed up for the monthly plan and I got a bill saying the amount was $180 - the annual amount.How can I verify that I signed up and will be billed monthly at $15.00? I will be happy to do a survey in a month or two.
Dwight Zivo
2021-02-16
What do you like best?
I enjoy the ability to amend docs without having to print.
What do you dislike?
There are many buttons to navigate, perhaps a simpler layout
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For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What if I have more questions?
Contact Support
What should a proforma invoice include?
Like a regular invoice, proforma invoices should include contact details, a date of issue, a description of the goods or services provided, the total amount due, and any VAT.
What information is required on a proforma invoice?
Specific documentation is required before goods can pass through customs in the United States. A traditional commercial invoice must list substantial information such as the buyer and the seller, a description of the goods, the quantity, the value for all the shipped items, and the location of the purchase.
What is required on a proforma invoice?
A proforma invoice is a document sent to a buyer under certain circumstances usually before all details of the sale are known. ... You could also issue a proforma invoice if you need to provide a sales document for goods or services that you have not yet supplied, or to declare the value of goods for customs purposes.
What is the purpose of a proforma invoice?
An abridged or estimated invoice sent by a seller to a buyer in advance of a shipment or delivery of goods. ... Pro forma invoices are commonly used as preliminary invoices with a quotation, or for customs purposes in importation. They differ from a normal invoice in not being a demand or request for payment.
Do I need a proforma invoice for documents?
Proforma invoices are typically used for export sales when a commercial invoice is not yet available. In other words, when the seller has to still pay for the goods. U.S. Customs requires that the proforma invoice contains adequate information for examining the goods and assessing duties.
How do I fill out a proforma invoice?
Suggested clip
How to create a Proforma Invoice for Import Export Business for ...YouTubeStart of suggested clipEnd of suggested clip
How to create a Proforma Invoice for Import Export Business for ...
What goes on a proforma invoice?
A proforma invoice is a simple invoice where all the information regarding the payments of goods and services is requested by the seller to the customer. It also states their the commitment of the seller to deliver the products as requested by the buyer for a fixed price.
What should be included in a proforma invoice?
Like a regular invoice, proforma invoices should include contact details, a date of issue, a description of the goods or services provided, the total amount due, and any VAT.
What is the purpose of a pro forma invoice?
pro forma invoice. An abridged or estimated invoice sent by a seller to a buyer in advance of a shipment or delivery of goods. It notes the kind and quantity of goods, their value, and other important information such as weight and transportation charges.
What is the difference between an invoice and a proforma invoice?
Proforma invoice is used for the creation of sales, whereas invoice is used for confirmation of sale. Proforma invoice is provided by the seller, on the request of the buyer before the placement of the order. As opposed to invoice, which is issued by the seller to the buyer to request payment of goods delivered.
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