Here are the steps to guide you when creating this document: The pro forma invoice sample is an offer to sell you should not undervalue it. Proforma Invoice ExamplesĪlthough the pro forma invoice template is not used by the Accounts Payable or Accounts Receivable departments, it is still an official document and you as a seller are legally bound to its terms and conditions. This prevents any duplication of payments by the customer. Upon the completion of the transaction, you can make a reference to the invoice number on a standard invoice. The presence of this invoice avoids confusion as to how much or what they owe. The customer’s accounts payable department can issue payment in advance against an actual document by using the pro forma invoice template you provided.

With this document in hand, those involved can process paperwork, thus, decreasing the total time transit.Ī commercial invoice can be quickly finalized then dispatched to a customer for payments as soon as you have finalized the pro forma invoice.ĭoes this type of invoice require a payment?

This applies to many countries worldwide. You can use the invoice to help secure consular invoices, customs paperwork, and for determining shipment values needed to calculate import taxes and customs duties. Without the invoice, many internationals transactions never even take place. If you have international buyers, they can use this credit before you ship out the goods. One important use of a sample pro forma invoice is to secure credit for the client for purchasing the goods or services that you offer. Additionally, the invoice helps you close deals because it makes clients feel at ease about the terms of your transaction. This type of invoice specifies all of the details of your transaction so that the customer knows the exact amount they will pay and as such, it leaves no risk of confusion or misunderstanding. Here are some reasons why you need this invoice: The importance of a pro forma invoice sample becomes evident when two businesses plan to do business together for the first time, as well as, for import or export transactions.

How to find an invoice template in word