How to use Proforma Invoice Generator
Fill in the seller and buyer blocks, the proforma number, date and validity. Add line items with quantity and rate, set tax and shipping, then enter your payment terms and bank details. Review the preview and print or save it as a PDF to send.
Frequently asked questions
What is a proforma invoice?
It is a preliminary bill sent before goods or services are delivered. It commits the seller to the quantities, prices, taxes and terms shown so the buyer can raise a purchase order, arrange payment, open a letter of credit or clear customs paperwork in advance.
Is a proforma invoice a legal demand for payment?
No. It is not a tax invoice and it does not create a receivable in your books. Once the goods ship or the service is delivered, you issue the actual tax invoice, which is the document used for accounting and tax purposes.
What should a proforma invoice include?
Seller and buyer details, a proforma number and date, a validity date, itemised goods with quantity and rate, applicable tax, shipping or handling charges, payment terms and bank details for the transfer. Every one of those has a field in this generator.
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