International deliveryĪ pro forma invoice often includes shipping details, delivery fees, applicable taxes and shipping costs allowing them to also serve as a declaration of a shipment’s value to customs.
If necessary, its adjustable format allows for the alteration of goods and costs. When the goods or services are still being negotiated or a sale has yet to be finalised, a pro forma invoice can act as a good faith agreement. Pro forma invoices can also help you to avoid getting stung by non-payment scams.įor example, if you have a brand-new customer and you are unsure about whether they are going to pay for your goods or services, or you don’t want to risk offering credit, then issuing a pro forma invoice is a great option. Pro forma invoices can accelerate the payment process by informing your customer in advance about how much they owe, giving them time to make any necessary arrangements.
The pro forma is a great invoicing tool for when you want to be paid in advance. The first is wanting to be paid in advance the second is to declare a detailed cost estimate and the third is when shipping internationally. There are three common reasons for creating pro forma invoices. Word, Excel When is a pro forma invoice issued? Hit the link below the thumbnail to download our pro forma invoice template in Excel or Word format. Download our free pro forma invoice template below While quotes are casual and often amount to nothing, pro forma invoices indicate that the work will go ahead once the exact terms have been negotiated,” explains TechRound.
“Essentially a step up from a quote, the pro forma is almost exactly the same as a standard invoice but is not legally binding.
It reduces the risk of exposing the customer to any unforeseen charges and offers room for manoeuvre in terms of negotiation. What is a pro forma invoice?Ī pro forma invoice is effectively a preliminary bill of sale that you send to a customer outlining your intent to deliver goods or services. Pro forma invoices are a useful addition to the invoicing process, helping you to get paid quicker and offering you some protection against non-payment scams.īelow we are offering a free pro forma invoice template to download in Microsoft Word and Excel.
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