Proforma Invoice Template

A proforma invoice gives a customer an estimate of the total costs of goods and services before payment and delivery are made. Unlike other invoices, this is a preliminary bill of sale and not a payment request. The document must be marked as a proforma invoice and include a disclaimer that it is not an invoice for payment.

Proforma Invoice Template

A proforma invoice gives a customer an estimate of the total costs of goods and services before payment and delivery are made. Unlike other invoices, this is a preliminary bill of sale and not a payment request. The document must be marked as a proforma invoice and include a disclaimer that it is not an invoice for payment.

Last updated July 26th, 2025

A proforma invoice gives a customer an estimate of the total costs of goods and services before payment and delivery are made. Unlike other invoices, this is a preliminary bill of sale and not a payment request. The document must be marked as a proforma invoice and include a disclaimer that it is not an invoice for payment.

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Common Uses

  • To give a price quotation for business-to-business (B2B) transactions
  • To provide an estimate for customs clearance
  • When an approximate price is needed to secure funding