Invoicing9 min readJanuary 5, 2024

Understanding Proforma Invoices: A Complete Guide

Master the concept of proforma invoices and learn when and how to use them effectively in your business transactions.

What is a Proforma Invoice?

A proforma invoice is a preliminary bill of sale sent to buyers before a shipment or delivery of goods. It provides a detailed breakdown of the items being sold, their prices, and other relevant terms, but it's not a demand for payment.

When to Use Proforma Invoices

International Trade

Essential for customs documentation and import/export processes.

Advance Payments

Request payment before goods are shipped or services are delivered.

Custom Orders

Provide detailed pricing for made-to-order products.

Budget Approval

Help clients get internal approval for purchases.

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