Pro Forma Invoice

What is Pro Forma Invoice?

A preliminary bill sent to a buyer before goods or services are delivered, often used for quotes or customs.

Think of it like this…

A detailed cost estimate that looks like an invoice but isn’t yet final.

Why does it matter?

• Helps customers approve costs before committing
• Can be used for import/export paperwork
• Sets clear expectations for both parties

Best practice

Mark it clearly as “Pro Forma” to avoid confusion with a real tax invoice.