taxInvoice.app

Proforma invoice template and format

A preliminary invoice for quotes, advance payments, customs pre-clearance or bank approvals. It is clearly marked as not a tax invoice and not a demand for payment.

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How to create a proforma invoice

  1. Fill in your details (Tax ID / VAT / GST no.) and your customer's details. They are saved in your browser for next time.
  2. Add line items, or tap a quick-add suggestion.
  3. Fix anything flagged in the compliance check.
  4. Download the PDF free with a small footer, or remove the footer with a one-off payment or a credit.

What a proforma invoice must include

  • The words "Proforma invoice", so it is not mistaken for a tax invoice
  • Seller and buyer names and addresses
  • Description, quantity and price of each item
  • Validity date and payment terms
  • Currency, and Incoterms for shipped goods
  • A statement that it is not a demand for payment

Frequently asked questions

Is a proforma invoice a legal tax invoice?

No. It is an estimate or advance request. You issue a proper tax invoice once the sale is complete.

When do I use a proforma invoice?

For quotes, advance payments, customs pre-clearance, letters of credit and bank or visa paperwork.

Can I include tax?

Yes. Enter a tax label and rate if you want an estimated total including tax.

This tool provides guidance, not tax or legal advice. Rules change; confirm with your tax authority or accountant.

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