Pro Forma Invoice Form PDF Details

Do you need to send an invoice as a business owner? If so, using a pro forma invoice form is helpful in ensuring that your clients understand the terms and costs of what they are purchasing. Pro Forma invoices give customers or clients details about the purchased item or service before it’s delivered and make it easier for them to plan financially. Busy entrepreneurs don’t have time to scramble through endless paperwork – let us simplify this process by providing you with information on why (and how) you should use pro forma invoice forms.

QuestionAnswer
Form NamePro Forma Invoice Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namespro forma invoice parcel monkey contact phone number form

Form Preview Example

COMMERCIAL / PRO FORMA INVOICE

Company Name

Street

Town

Country/State

Contact Name

Recipient Addr.

Consignment No.

Reason for export

Area/Zip code

Goods are of origin:

Phone Number

Please provide a full description of the goods (What is it? What is it made from? What is it’s usage?)

Description of goods

Item Value

Total Value

Currency

Shippers VAT #:

TOTAL

The transport of Dangerous Goods/Chemicals by road, rail, air, sea or tunnel is subject to regulation. It is the consignor’s duty to identify the requirements for notification, packing, labelling and documentation and to be aware that transport to offshore/over water destinations will include multi modal transport operations.

I declare that the above information is true and correct to the best of my knowledge.

Name

Signature

Title

Date

Please print 3 copies of this document – attach one to the parcel, give one to the driver and print a copy for yourself.

HOW TO COMPLETE THE COMMERCIAL / PRO FORMA INVOICE

Completing this document is very important to ensure that your shipment goes smoothly. If you fail to complete it or do not complete it correctly, there is a good chance your item will be refused at customs in the destination country. This will result in additional cost and aggravation to yourself.

First Section

Company Name

This is the company name of the sender. If unavailable please put the

 

personal name of the sender.

 

 

Street

Sender’s street address

 

 

Town

Sender’s town name

 

 

Country/State

Sender’s country/state

 

 

Contact Name

Sender’s contact name

 

 

Consignment No.

The PM_######_###### reference number on the label

 

 

Reason for export

Reason for exporting goods

 

 

Area/ZIP code

Sender’s postcode/zip code

 

 

Goods are of origin

Country where goods were manufactured

 

 

Phone number

Sender’s telephone number

 

 

Recipient Addr.

The address of the person receiving the parcel.

 

 

Middle Section

In the second section, you should list all shipped goods with accurate descriptions (What is it? What is it made from? What is it’s usage?), a unit valuation for each item and a total valuation for that each item. Eg. If you have 10 pairs of shoes worth £10 each, you would enter “10.00” in the Item Value column, “100.00” in the Total Value column and “GBP” in the currency column.

If you are VAT registered, you should enter your VAT registration number in the box provided at the bottom of the table.

You should add up all the ‘Total Value’ entries and place this total in the box provided at the bottom of the table along with the currency you have valued the items in eg. GBP.

Third Section

You should read the declaration carefully and ensure your responsibilities are met. Then print your name, title, sign and date.