Pro Forma Invoice Sample

A pro forma invoice is basically a quotation prepared by the supplier at his end and is handed over to the customer before the delivery of goods. It is inclusive of items that will actually appear on the final commercial legal document upon the result of an order.

Pro forma invoice is very similar to the final formal quotation which is prepared later. It gives all the necessary information in very detailed manner so that the final transaction can be made with efficacy. If this is followed to the core, there would remain no scope of misunderstandings or whatsoever in betwixt the seller and the buyer.

The basic key details to be included are as follows:

•    Name and Address of the dealer or seller
•    Name and Address of the customer or client
•    Reference from the buyer's side
•    Total items quoted
•    Cost of each item unit wise
•    CIF (cost inclusive of freight)
•    Other tax or insurance costs
•    Terms and conditions of sales being made mentioning the precise delivery point.
•    Terms and conditions of payment inclusive of the mode, currency and time period.
•    Expected time or date of delivery of goods to the customer
•    Expiry date of the price quoted in the invoice

The pro forma invoice is very important to boost the image of your company. If you want to lure a client to purchase service or a product from you, making this legal document is the way to go. You need to decide what you think is important enough to go into the legal document. All the details of the buyer including his address and cell number should be given in this legal document! The internet is the best option if you want to look at other people who have made these documents!

This legal document has many advantages as in it enables the trader to request for foreign currency allocation from his respective government, opening of credit letters and details enough to enable him to plan things in advance and act promptly. Since the import government is also involved in any business transaction, it is to be kept in mind that without the consent of the customer, no changes are to be brought in the legal document!
Certain banks, instead of a letter of credit or quotation of establishment usually emphasize on a pro forma invoice for a payment to be made in advance via his bank.

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