![]() ![]() Activate the invoice with one click to transform it into a proper invoice and get ready to get paid. If you send it out as a draft, it will automatically be sent out as a pro forma invoice. It’s simple: any invoice you create first gets the status of a ‘Draft’. All you have to do is create an invoice and then send it out as a ‘Draft’, and the magic will happen: a professional pro forma invoice right there, at your fingertips. To make it really easy for you to send out pro forma invoices, we have created a streamlined workflow. No, wait: You need to unmistakenly state that this is a pro forma invoice. Total amount being charged, if applicable VAT (or other taxes) amount as well as the total amount owed, and you’re done. In addition to that, a pro forma invoice should have a unique identification number and, this is very important, you need to state the date of the pro forma invoice. You should state your name and address, as well as the buyers contact details, a detailed list of the goods or services provided and their cost as well as the supply date. So how should a pro forma invoice look? Basically, it has to meet the same requirements a regular commercial invoice does. The best pro forma invoice examples & templates How much is your work worth? And how does it compare to your competitors? To read more about creating the perfect estimate, click here. As with any estimate or sales quote, though, the hard part will be to define the value of your product. zistemo has your sales quote ready within seconds. While a quotation usually is issued more like a business letter, the pro forma invoice serves as an ideal basis for negotiations between buyer and seller.īasically, the formal requirements remain the same: You need to specify contact details, amounts and correct dates. In some cases, sales quotes or estimates are issued in the form of pro forma invoices. Want to know more? Read on about international business with zistemo Easy sales quote with a pro forma invoice Did you know that zistemo counts in all known currencies and speaks many languages? Euro, US-Dollar or Ruble: just choose the language and currency you need, and your pro forma invoice will be issued in perfect Russian, Polish or German, at the currency exchange rate you set. Which is why we have designed zistemo to make international business as easy as possible. Which is great! But customs, forms and taxes, shipping and communication can be a nightmare. If you are in need of a pro forma invoice example, chances are that you are working across borders. International trade with a pro forma invoice In some cases, a pro forma invoice will be issued in lieu of a sales quote but more about that later on. To state the value of these goods, a pro forma invoice might be needed at customs** – although most customs will require you to fill out a designated form in addition to the pro forma invoice. Or you just want to make your international business partner happy and give him the gift of free samples**. Or the goods are free for the receiver, which would be the case if they were part of a replacement process. Let’s say you’re shipping goods across an international border, but for some reason the commercial invoice is not yet available. Nevertheless: A pro forma invoice is a binding agreement, although the price or amount may change in the final sale. Rather, a pro forma invoice is a confirmed purchase order where both parties record and agree on cost and details of a product. Unlike a real, commercial invoice, the receiver of a pro forma invoice does not have to pay the amount stated, nor will the seller receive the amount specified. Thus, pro forma invoice is an invoice that has been issued for formal reasons only, as a statement to declare the value of a trade. Simplify your invoice process and get paid faster. Pro forma or proforma: whichever way you spell it, the questions remain the same: what exactly is a pro forma invoice? When and why is it needed? And how should it look? We have compiled the most frequently asked questions about pro forma invoicing to turn you into a real pro forma professional. ![]()
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