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Sample Proforma Invoice Template

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Microsoft Word (Editable)
Pages
2
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Document Overview



A proforma invoice is a preliminary invoice issued by a seller to a buyer before goods or services are supplied. It shows the estimated price, quantity, description of goods or services, taxes, delivery details, and payment terms.

It is not usually treated as a final tax invoice or official demand for payment. Instead, it is more like a formal quotation showing what the buyer is expected to pay if they proceed with the order.
Details included in a Proforma Invoice include;
1. The seller’s and buyer’s details, invoice number, date, validity period, and currency.
2. It lists the goods or services, quantity, unit price, subtotal, VAT/charges if applicable, and total amount payable.
3. It also includes payment details, delivery terms, validity of the quote, and a note that it is not a final tax invoice

Purposes of a Proforma Invoice
1. A proforma invoice gives the buyer a formal estimate of the cost before purchase.
2. It helps the buyer review prices, quantities, taxes, and terms before approving the order.
3. It can be used to request payment before goods or services are supplied.
4. It supports procurement, budgeting, and internal approval processes.
5. It clarifies the terms of sale and reduces misunderstandings between seller and buyer.
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