What is a pro forma invoice?

A pro forma invoice is a type of invoice that is sent to clients before a sale has been made. It's typically made before a shipment is sent to the clients and it includes details about shipping, payment terms, amount due, and a description of the products that are being shipped.

How do I create a pro forma invoice?

You can create a pro forma invoice using the PandaDoc template. This allows you to simply fill in information as and when necessary instead of creating an invoice from scratch. However, you can create a pro forma invoice by mentioning the invoice number, amount due, overview of the shipment, etc.

What is the difference between a pro forma invoice and an invoice?

The key difference between a pro forma invoice and a regular invoice is that a pro forma invoice is usually created before a product has been shipped. A regular invoice, on the other hand, will be created when a product has been handed over to the client.

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This is a template for a Proforma Invoice. A Proforma Invoice is a non-fiscal invoice (or informal request for payment). Proforma Invoices do not form part of the accounting records of the company and, once paid, proformas are normally discarded and a formal invoice is raised to replace them. Proforma Invoices are commonly used where the company requesting payment is unsure as to whether the client will make payment or for some reason does not want the transactions to appear in their books until it is paid (usually either to avoid paperwork, to prevent artificially inflating their P&L or for other accounting or tax reasons). Please note that there may be local laws or rules surrounding the use of proforma invoices instead of normal invoices (especially if they contain VAT or sales tax). If you are in doubt about whether it is appropriate to use a Proforma Invoice you should seek the opinion of a local accountant. If you would prefer to start with a blank invoice you can use our Blank Invoice Template. For sale of goods or services you should start with the Sales Invoice Template or the Service Invoice Template. If you use this Proforma Invoice Template for a company you should include all details from your company’s letterhead (full company name, registration number, logo etc). More invoices here: PandaDoc Invoice Template Gallery

[Sender.Company]
[Sender.Country]
[Sender.Email]

[Client.FirstName] [Client.LastName]
[Client.Address]

MM / DD / YYYY

Pro Forma Invoice

Proforma Invoice Number:

Narrative:

Amount Due:

Payment terms:

Remittance:

Shipping:

NB: this proforma invoice is a non-fiscal document. It should not be used for accounting purposes and does not establish a contractual relationship between us and the party to whom it is addressed. On receipt of payment we will promptly issue a formal invoice for fiscal and accounting purposes.

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