A proforma invoice template (also called a pro forma invoice template) is a preliminary bill of sale sent to buyers before a shipment or delivery of goods. This proforma invoice provides an estimate of the final invoice and helps both parties understand the transaction details.
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A proforma invoice template is a document that outlines the details of a sale before the goods are shipped or services are delivered. Unlike a final invoice, a proforma invoice is not a demand for payment but rather a statement of intent. It includes item descriptions, quantities, prices, and terms of sale.
A well-structured proforma invoice template should include: seller and buyer information, invoice number and date, itemized list of products or services, quantities and unit prices, total amounts, payment terms, delivery terms, and any applicable taxes or fees.
Proforma invoices are essential for international trade, customs clearance, and helping customers understand costs before finalizing orders. They provide transparency and help prevent disputes by clearly outlining all transaction details upfront.
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