Meaning
“Pro forma” means “as a matter of form.” The seller says: these are the conditions I am ready to sell under. Accounting still waits for the real invoice.
What to include
- Seller and buyer details
- Document number and date
- Line items, currency, tax shown for clarity
- Delivery and payment terms
- The word Proforma on the document
Create one online
Use proforma invoice software in the same account as your quotes. No separate Excel file.
FAQ
What is a proforma invoice?
A proforma invoice is a preliminary document that states prices and terms in an invoice layout. It is not a tax invoice and usually does not create VAT by itself.
What does proforma mean?
From Latin “pro forma” — “as a matter of form”. The document looks like an invoice but is informational until the sale is billed.
When is a proforma used?
Import/export, letters of credit, and corporate purchase approvals often require a proforma before the commercial invoice.