Template of the Pro forma invoice

What must a proforma invoice include?

You can easily create a valid proforma invoice using the components available in our editor:

Basic Components:

• Bill to – Name and address of the buyer.

• Invoice number – Unique identifier for internal tracking.

• Issue date – When the proforma is created.

• Description – Text field for item or service description.

• Amount – Total cost per item or service.

Advanced Components:

• Ship to – Delivery address.

• Purchase Order (P.O.) – Buyer’s internal order reference.

• Due date – Suggested payment deadline.

• Quantity – Number of units.

• Unit price – Price per single item or unit.

When and why is it used?

Use a proforma invoice when:

• A customer requests a formal quote before confirming the order.

• Advance payment is required before shipping goods.

• You need a value declaration for customs clearance.