Proforma Invoice Form

Proforma Invoice Form Template for England and Wales

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Key Requirements PROMPT example:

"I need a Proforma Invoice Form for my manufacturing company to send to a potential client in Germany, including detailed specifications for custom machinery parts worth £50,000, with delivery terms and payment schedule for March 2025."

Document background

The Proforma Invoice Form is a crucial document in commercial transactions under English and Welsh law, particularly in international trade and pre-order situations. It provides buyers with detailed information about proposed transactions, including prices, quantities, and specifications, before any formal commitment. While not a legally binding document for payment, the Proforma Invoice Form serves as a formal quotation and can be used for various purposes including customs declarations, opening letters of credit, and securing internal purchase approvals. It differs from a standard invoice as it is issued before the actual transaction takes place.

Suggested Sections

1. Company Information: Legal company name, address, registration number, VAT number

2. Customer Details: Name, address, contact information of the customer

3. Invoice Details: Proforma invoice number, date, payment terms

4. Product/Service Details: Description, quantity, unit price, total amount

5. Payment Information: Total amount, VAT details, payment methods, bank details

Optional Sections

1. Delivery Information: Include when physical goods are being supplied - shipping address, delivery terms

2. Currency Information: Include for international transactions - exchange rates, currency details

3. Special Terms: Include when specific conditions apply - warranties, return policies

Suggested Schedules

1. Terms and Conditions: Standard trading terms and conditions

2. Product Specifications: Detailed technical specifications or product details

3. Shipping Documents: For international trade - customs forms, certificates of origin

Authors

Alex Denne

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

alex.den.21@genieai.co

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Authors

Alex Denne

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