Working with a Pro Forma Invoice

A pro forma invoice is an important document that helps determine the processing of an export order by establishing the conditions of sale with the buyer. In most cases, it is the first export document you will create. When a potential buyer expresses interest in your product, they will send a letter of inquiry outlining the terms of their interest along with a request for an informal or formal quote. That request is your cue to create a pro forma invoice. It is a blueprint for the entire export process.

But how exactly should you go about creating this pro forma invoice? What format should you use, and what should your pro forma invoice aim to do exactly? What key elements, terms and conditions should it include? If it is the first export document you create, where does it fit into the whole export process?

In this module, we will answer all these questions and more!