When to send a proforma
- Export / import pre-clearance
- Letter of credit or bank files
- Corporate purchase approval
A price quote is a sales offer. A proforma is closer to invoice layout. A tax invoice is issued after the sale. Read the full definition.
FAQ
What is a proforma invoice?
A proforma invoice is a preliminary document that looks like an invoice but is not a tax invoice. It states prices and terms before the sale is finalized.
Can I create a proforma invoice in TeklifPanel?
Yes. Use the same workspace as price quotes: customers, line items, tax, and PDF templates.