Template
Proforma Invoice template
See what a proforma invoice includes and generate one in CargoFide — then convert it to a commercial invoice when the order is confirmed.
Create it in CargoFide
Build your proforma invoice inside the application
Generate the proforma invoice from your shipment data, keep it consistent with your packing list and B/L, and let the validation engine catch discrepancies before it's issued — then export a clean, print-ready PDF.
- Pre-filled from shipment data
- Cross-document validation
- Print-ready PDF export
What's included
Inside the proforma invoice
Exporter and buyer details with a proforma number
Line items with HS code, quantity and estimated price
Incoterm, currency, validity and estimated delivery
Payment terms and bank details for advance payment / L/C
FAQ
Proforma Invoice — common questions
What is a proforma invoice?
A proforma invoice is a preliminary invoice sent before a sale is finalised. It states the goods, estimated price, and terms, and is used for quotations, advance payment, and obtaining import permits or letters of credit.
Is a proforma invoice legally binding?
A proforma invoice is generally not a binding demand for payment — it is a good-faith quote. The binding document is the commercial invoice issued once goods ship.
Can a proforma invoice be used for customs?
Customs clearance uses the commercial invoice, not the proforma. However, buyers often use the proforma to obtain import licences or open a letter of credit before the goods ship.
Can CargoFide create a proforma invoice?
Yes — you can generate a proforma invoice in CargoFide and later convert it into a commercial invoice, keeping the details consistent across both.
More documents