Template

Proforma Invoice template

Download a ready proforma invoice template, or generate one in CargoFide and convert it to a commercial invoice when the order is confirmed.

Get your proforma invoice

What's included

Inside the proforma invoice template

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

Skip the template

Generate it automatically in CargoFide

Create your proforma invoicefrom shipment data, keep it consistent with your other documents, and let the validation engine catch discrepancies before it's issued.

See the Document Builder

FAQ

Proforma Invoice template — 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.