What Is a Proforma Invoice? (Meaning & Free Template)
Proforma invoice meaning in plain English — when to use one, how it differs from a regular invoice, and a free way to make it.
A proforma invoice is a preliminary bill sent to a buyer before goods or services are delivered. It's like a detailed quote: it shows what will be charged, but it isn't a demand for payment.
When to use a proforma invoice
- To give a buyer a firm estimate before confirming an order.
- For international shipping and customs paperwork.
- When a buyer needs a document to arrange payment or financing.
Proforma vs commercial/tax invoice
A proforma is provisional and not used for accounting. A commercial or tax invoice is the final, official bill used for payment and records. Send the proforma first; issue the real invoice once the order is confirmed.
Frequently asked questions
What does proforma invoice mean?
It's a preliminary invoice sent before delivery that shows the expected charges. It's not a demand for payment and isn't used for final accounting.
Is a proforma invoice legally binding?
Generally no — it's an estimate of what will be charged. The binding document is the final commercial or tax invoice.
How do I make a proforma invoice?
Create it like a normal invoice with PDF Bill Builder, label it clearly, and download a PDF — free and no signup.
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