Invosmith

What Is a Proforma Invoice?

A proforma invoice is a preliminary document that sets out expected goods, services, prices, and terms before a final invoice is issued.

It gives a buyer information for approval, customs, or payment planning without recording an amount currently due.

What it includes

A proforma invoice includes seller and buyer details, a proforma number and date, item descriptions, quantities, prices, shipping or delivery terms, and clear wording that it is a proforma invoice.

When you don't need one

You do not need a proforma invoice for a completed job that needs payment, for a simple quote, or when the customer only needs a final invoice.

Related

Purchase order vs invoiceWhat is a purchase order?All templates

If you need one, here's a free invoice template you can download.