Proforma invoice template
Proforma invoice template is a preliminary, non-binding quote in invoice format used in international trade and domestic sales before shipment or delivery. It helps buyers secure import licenses, open letters of credit, or arrange payment and gives customs a basis for duties and taxes. It should include parties, product descriptions, HS codes when relevant, values, and Incoterms.
Proforma invoice template Sample
Proforma invoice template
123 Business Street, City, Country
Phone: (123) 456-7890
Email: contact@company.com
Proforma invoice template
Bill To:
Client Name
Client Address
Client City, Country
Phone: (987) 654-3210
Email: client@example.com
Invoice #: 12345
Date: 2024-10-10
Due Date: 2024-11-10
| Item | Description | Qty | Price | Total |
|---|---|---|---|---|
| Service A | Itemized service or product | 1 | $100.00 | $100.00 |
| Service B | Additional line item | 2 | $50.00 | $100.00 |
| Subtotal | $200.00 | |||
| Tax (10%) | $20.00 | |||
| Total Due | $220.00 | |||
An invoice should include your business or name, the customer’s details, the date and invoice number, and a line-by-line breakdown of what was provided. Including payment terms—such as due on receipt, Net 15, or Net 30—helps you get paid on time and keeps records clear for taxes.
Supporting resources
| Resource | Type | Description |
|---|---|---|
| U.S. Trade.gov Pro Forma Invoice | Government | Purpose and required elements: seller/buyer, items, prices, weights/dimensions, terms of sale (Incoterms), payment terms, estimated ship date, validity. |
| Customs and duties use | Industry guide | Customs may use the proforma to assess duties and classify goods; include HS codes and accurate descriptions to avoid delays or penalties. |
| Proforma vs commercial invoice | Checklist | Proforma = pre-shipment estimate; commercial invoice = final bill for customs and payment. Proforma often becomes the basis for the commercial invoice. |
Frequently Asked Questions
- Is a proforma invoice legally binding?
- No; it is a good-faith estimate. The binding obligation comes from the accepted purchase order or contract; the commercial invoice is the actual demand for payment.
- When is a proforma invoice required?
- Often required for letters of credit, import licenses, or pre-shipment inspection; buyers and banks may request it before releasing payment or opening an LC.
- What must a proforma invoice include for customs?
- Seller and buyer details, full product descriptions, quantities, values, weights/dimensions, and HS codes so customs can classify and assess duties.