Sign In ● Business ● Personal ● Real Estate Home » Blank Invoice Templates » ProForma Invoice Template ProForma Invoice Template A proForma invoice template is a preliminary record of sale that serves as a stand-in until transaction details are finalized. Like any other invoice, this one should contain an itemized list of items and costs. However, since this document is not necessarily in final form, shipping costs, taxes, and other details may be subject to change. Businesses use ProForma invoices as written estimates that can help with bookkeeping and customs processing and can serve as the basis for hammering out a final agreement between buyer and seller – so invoices should always be prepared in good faith and delivered promptly. What to Include The ProForma invoice should be basically indistinguishable from a standard one, with the caveat that its figures are subject to change. It should include: ● ● ● ● The name, address, and phone number of both buyer and seller An itemized list of all items and their costs The estimated subtotal due, estimated taxes due, and estimated total due The payment due date and any penalties for late payment How to Use a ProForma Invoice 1. Calculate Goods to be Sent Review the order in detail and calculate the total preliminary costs. 2. Describe Each Preliminary Charge Complete the invoice by filling out these preliminary quantities and costs. It may be wise to highlight particular elements that are most likely to change. 3. Submit Invoice Submit the invoice when ready, and make sure to express that it is the ProForma, not the final version. Speak to the customer and ensure agreement on all terms. 4. Ship the Goods Once the ProForma Invoice has been delivered and an agreement is achieved, you can send goods. Remember to record any changes in costs or quantities. Then, prepare the final invoice and deliver it promptly to the customer. ● PDF Word ● Search Documents ● Do you need help? Our support agents are standing by to assist you. Please be aware that our agents are not licensed attorneys and cannot address legal questions. Phone 1(844) 533-6767 ● (9am to 9pm, Sat/Sun 9am to 5pm) ● Chat Online - Start Chat Email Send Message ○ Access Your Documents ○ Password Recovery ○ Contact ○ Pricing ○ FAQ (Frequently Asked Questions) ○ Terms of Use ○ CCPA ○ Affiliate Terms and Conditions ● ● 4.8 score, 2,613 reviews ● ● 4.9 score, 335 reviews ● © 2021 Electronic Forms LLC. All rights reserved. By using the website, you agree to our use of cookies to analyze website traffic and improve your experience on our website. OK
