A proforma invoice template is used to create a preliminary bill of sale that you and your client can approve before you deliver goods.
A proforma invoice is not a legally binding document, but it ensures clarity and agreement between you and your client by establishing the terms and costs upfront.
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A proforma invoice should include
Customize the template to fit your needs, and use it to simplify negotiations with your clients and customers.
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A proforma invoice is an invoice that you send to the client before you sell the goods or services. It’s used to ensure that you’re both in agreement about the products or services that are going to be delivered, the prices, and the terms and conditions.
A proforma invoice is also called a preliminary bill of sale or an estimate invoice.
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A proforma invoice is not a legally binding document, and it’s not a request for payment. A proforma invoice is sent before the sale actually takes place. It’s just to show the client what the final invoice will look like, and for you to catch any uncertainties or misunderstandings in advance.
An invoice, on the other hand, is a sales document that’s sent after the goods or services are delivered. The invoice requests payment from the client and let them know how and when to pay you.
Proforma invoices are sent to give clients all the necessary information about the sale, such as what’s included in the goods or services, what the prices will be, how much they’ll have to pay in consumption tax, and so on. The client can then ask if they have any questions or they can dispute some of the details of the invoice.
It’s good to send a proforma invoice to iron out details such as quantity, materials, delivery dates, costs and so on.
It’s important to keep in mind that proforma invoices are non-binding. That means the buyer doesn’t have to buy the goods, but neither does it mean that you have to sell the goods, if you can’t agree on the terms.
Additionally, proforma invoices can’t be used to request payments. You’ll have to send an actual invoice to get paid for your goods or services.
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A proforma invoice shows the buyer what they’ll receive, and how much they’ll need to pay once they’ve received the goods or services. It’s useful to work out the details of the sale, such as the quantity, costs, delivery date, and so on.
Once you agree, you can go ahead with the sale and then send the client an invoice to get paid for your work.
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