With this document in hand, those involved can process paperwork, thus, decreasing the total time transit.Ī commercial invoice can be quickly finalized then dispatched to a customer for payments as soon as you have finalized the pro forma invoice.ĭoes this type of invoice require a payment? This applies to many countries worldwide. You can use the invoice to help secure consular invoices, customs paperwork, and for determining shipment values needed to calculate import taxes and customs duties.

Without the invoice, many internationals transactions never even take place. If you have international buyers, they can use this credit before you ship out the goods. One important use of a sample pro forma invoice is to secure credit for the client for purchasing the goods or services that you offer. Additionally, the invoice helps you close deals because it makes clients feel at ease about the terms of your transaction.

This type of invoice specifies all of the details of your transaction so that the customer knows the exact amount they will pay and as such, it leaves no risk of confusion or misunderstanding. Here are some reasons why you need this invoice: More Free Templatesįor more resources, check out our business templates library to download numerous free Excel modeling, PowerPoint presentation and Word document templates.The importance of a pro forma invoice sample becomes evident when two businesses plan to do business together for the first time, as well as, for import or export transactions. This is translated to ‘payment due in 30 days’ or ‘3% discount if payment is made within 10 days, otherwise payment is due in 30 days’. Additionally, payment terms are often expressed in the format of ‘net 30’ or ‘3/10, net 30’. Thus, the shipping address is not necessary. A car mechanic would not be shipping anything to their customer. For example, this would be the case for any company that primarily offers services, such as a car mechanic. payment terms including method of payment, banking information, payment due date, and discountsĭepending on the product or service being purchased, a shipping address may not be necessary.total price including any discounts or taxes applied.number of units, price per unit, and total price of goods or services purchased.description of the goods or services purchased.shipping address and contact information of the buyer.billing address and contact information of the buyer.address and contact information of the seller.You can find these in our Excel invoice template. An invoice is legally enforceable and acts as a record of a transaction.Īn invoice requires several elements. It is sent to a customer to inform them of an obligation to pay for a good or service. An invoice is used to document the terms and conditions of a transaction.

Free excel invoice format