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Proforma Invoice

A preliminary invoice sent to a buyer before shipment, confirming the terms of a proposed sale.

Definition
A preliminary invoice sent to a buyer before shipment, confirming the terms of a proposed sale.

A proforma invoice is a preliminary bill of sale sent by a seller to a buyer before the goods are shipped. It sets out the agreed products, quantities, unit prices, total value, Incoterms, payment terms and estimated shipping details.

Although it looks like a commercial invoice, a proforma invoice is not a demand for payment and is not used for accounting. Instead it serves as a formal quotation and is commonly used by the buyer to arrange financing, open a Letter of Credit, or apply for an import licence.

Once the order is confirmed and shipped, the seller issues the final commercial invoice.

Example usage

The buyer uses the supplier's proforma invoice to open a Letter of Credit and apply for an import permit before production begins.

Also known as

PIproformapreliminary invoice
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