Proforma Invoice Template
A proforma invoice is a preliminary document that outlines expected goods, services, and costs before a final invoice is issued. It is not proof of payment.
Use a proforma before a final sale
A proforma invoice outlines expected goods or services and estimated charges for review, import planning, or advance approval. It is not a demand for payment or proof that payment was made.
Label estimates and conditions
Identify the document as proforma, include an expiry date if pricing may change, and state any assumptions such as shipping, tax, or quantities.
Issue a final invoice after confirmation
Once the order and actual charges are confirmed, create a final invoice with the correct amounts and payment terms.