root. Invoice Templates. November 02nd , 2020.
Create a proforma invoice using our free template listed below. A pro forma invoice is very similar to a sales quote because it is used to formally define the value of a trade prior to shipping or the actual completion of the sale. In business, the term pro forma is often used to indicate a planned transaction or statement. It may be similar to a confirmed purchase order and may be legally binding, depending on the circumstances.
How to Use the Pro forma Invoice Template
The template follows a typical pro forma format. Simply download and fill out your business and customer information. Then begin filling out details of the proposed transactions including shipping details, payment terms, additional fees, costs and sales terms. Use the tips below and the info to the right of the form for help with specific sections.
Sometimes you'll need to include additional lines of details regarding a particular product. Probably the best approach is to just enter the details on separate rows. If your item description is longer than a single line, increase the height of the row. The text is designed to wrap, but because the cells are merged, the row height doesn't adjust automatically. If you want to include a Return inside the cell description, press Alt+Enter.
If the pro forma will be used for customs, fill out the Reason for Export and sign the document. Otherwise, you might simply delete those sections.
Why Use a Proforma Invoice?
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