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Commercial Invoice Pro Forma Invoice Template for Switzerland

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Key Requirements PROMPT example:

Commercial Invoice Pro Forma Invoice

"I need a Commercial Invoice Pro Forma Invoice for exporting precision manufacturing equipment from Switzerland to Japan, with delivery scheduled for March 2025, including specific technical specifications and compliance with both Swiss and Japanese customs requirements."

Document background
The Commercial Invoice Pro Forma Invoice is a crucial document in international trade and domestic commercial transactions under Swiss jurisdiction. It serves multiple purposes: as a quotation, a customs declaration document, and a preliminary agreement between parties. This document type is particularly important when dealing with import/export transactions, where it helps facilitate customs clearance, obtain import licenses, and arrange foreign exchange. The pro forma invoice must comply with Swiss commercial law, particularly the Swiss Code of Obligations and VAT regulations, while also meeting international trade standards. It includes detailed information about the seller, buyer, goods or services, pricing, delivery terms, and payment conditions. The document is typically used before the final transaction to allow buyers to arrange payment, secure import permits, or establish letters of credit, making it an essential tool in both domestic and international trade operations.
Suggested Sections

1. Company Information (Seller): Full legal name, address, tax numbers, and contact details of the selling company

2. Customer Information (Buyer): Full legal name, address, and contact details of the buying company

3. Invoice Details: Pro forma invoice number, date, and validity period

4. Product/Service Details: Detailed description of goods/services, quantities, unit prices, and total amounts

5. Financial Summary: Subtotal, VAT (if applicable), shipping costs, and total amount

6. Payment Terms: Expected payment terms and conditions

7. Delivery Terms: Incoterms, shipping method, and estimated delivery date

8. Declaration: Statement indicating this is a pro forma invoice and not a demand for payment

Optional Sections

1. Country of Origin: Required when goods are being exported/imported - specifies manufacturing origin of goods

2. HS Codes: Harmonized System codes for international trade - include when goods are being exported/imported

3. Bank Details: Company's banking information - include if advance payment might be required

4. Special Instructions: Any special handling, packaging, or shipping instructions - include when specific requirements exist

5. Currency Exchange Information: Include when transaction involves multiple currencies

6. Export License Details: Required when goods need export licenses or special permits

Suggested Schedules

1. Detailed Product Specifications: Technical specifications, drawings, or detailed descriptions of products when required

2. Packing List: Detailed breakdown of package contents, weights, and dimensions

3. Quality Certificates: Copies of relevant quality certifications or compliance documents

4. Product Photos: Visual documentation of products being quoted, if relevant

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓÆµ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions






























Clauses




















Relevant Industries

Manufacturing

Retail

Wholesale Trade

Import/Export

Technology

Automotive

Consumer Goods

Industrial Equipment

Pharmaceuticals

Electronics

Textiles

Food and Beverage

Chemical Industry

Agriculture

Relevant Teams

Sales

Finance

Export

Import

Logistics

Procurement

Accounting

Supply Chain

Commercial Operations

Trade Compliance

Customer Service

Documentation

International Business

Relevant Roles

Export Manager

Import Coordinator

Sales Manager

Account Executive

Customs Compliance Officer

Trade Finance Specialist

Logistics Coordinator

Commercial Director

Financial Controller

Supply Chain Manager

International Sales Representative

Procurement Manager

Shipping Coordinator

Trade Documentation Specialist

Business Development Manager

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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