Working with a Pro Forma Invoice Login to Sign Up
Course Language
English ‎(en)‎
Time Required
4 hours
Course Type
Online/Internet Based
Course Fee
Free of charge
Course Access
Open for enrolments

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!

After completing this course, participants will be able to:
Describe the pro forma invoice’s importance and its uses in the export process
Determine the pro forma invoice’s correct format and where it fits into the process
Identify the terms and conditions to be included (buyer conditions and seller conditions)
Establish/complete a pro forma invoice based on given scenarios
Course certification
Participants who meet the course requirements will receive a Certificate of Completion issued in electronic format.
Course structure
Module 1
What is a Pro Forma Invoice and How Should it Be Used?
Module 2
The Correct Format for a Pro Forma Invoice
Module 3
The Terms and Conditions of a Pro Forma Invoice
Module 4
Building Pro Forma Invoices According to Scenarios
Final Test