In any businesses, there is the selling and buying transaction; in the selling or supplying process, the supplier may choose to submit an invoice to the client in advance, in anticipation of payment for the goods to be delivered or the services to be rendered. That invoice is known as a Proforma invoice.
Instead of submitting a quotation for the said task or project, the supplier submits an invoice similar to the one that demands for payment after the service is rendered.
Hence, a Proforma invoice will have the same information as the normal invoice given, if not more; it may encompass the quotation details with it.
The Proforma invoice template may include:
* Company Name & Logo
* Company Address & Contact
* Client’s Name & Address
* Client’s Contact Information
* Invoice Number
* Billing Date
* Price per unit
* Product information
* Delivery date
* Validity of invoice
Since the Proforma invoice includes quotation information, the client or customer is able to view all the expected goods or services that he will receive. When the proforma invoice is accurately designed with the items of the task listed out correctly, it is very helpful to the customer to view the totality of the task on one piece of document than to refer to various pieces, such as proposal, quotation, contract, invoice, delivery order and so on.
Consider the attached sample template for your convenience.