The Proforma Invoice Form is an essential commercial document used in both domestic and international trade transactions under Philippine jurisdiction. It serves as a commitment quotation from the seller to the buyer, detailing the goods or services to be provided, their prices, and terms of sale. The document is particularly crucial for import/export transactions, where it facilitates customs clearance, foreign exchange transactions, and letter of credit applications. While not a final invoice, the Proforma Invoice Form must comply with Philippine regulations, including requirements from the Bureau of Internal Revenue and the Bureau of Customs. It typically precedes the final commercial invoice and serves as a basis for preparing formal sales contracts or purchase orders. The document is widely used across various industries and is especially important for businesses engaged in international trade or requiring formal quotation processes.
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1. Company Information: Seller's complete business details including registered name, address, tax identification number, and contact information
2. Customer Information: Buyer's complete details including name, shipping and billing addresses, and contact information
3. Invoice Details: Proforma invoice number, date of issue, and validity period
4. Product/Service Details: Itemized list of products/services with descriptions, quantities, unit prices, and total amounts
5. Pricing Summary: Subtotal, applicable taxes, shipping costs, and total amount
6. Payment Terms: Payment conditions, method of payment, and banking details
7. Shipping Information: Delivery terms, shipping method, estimated delivery date, and Incoterms if applicable
8. Declaration: Statement indicating this is a proforma invoice and not a final invoice
1. Special Instructions: Include when there are specific handling, packaging, or delivery requirements
2. Quality Specifications: Add when dealing with technical or specialized products requiring detailed specifications
3. Export/Import Details: Include for international transactions, containing HS codes, country of origin, and other customs-related information
4. Terms and Conditions: Add when additional terms beyond standard trading conditions need to be specified
5. Warranty Information: Include when offering specific warranty terms for products
6. Currency Exchange Details: Add for international transactions when dealing with multiple currencies
1. Technical Specifications: Detailed product specifications, drawings, or technical requirements when dealing with complex products
2. Packing List: Detailed breakdown of packaging information and contents when shipping multiple items
3. Quality Certificates: Copies of relevant quality certifications or compliance documents when required by buyer or regulations
4. Product Images: Visual documentation of products being quoted, particularly for custom or specialized items
Relevant legal definitions
Clauses
Relevant Industries
Manufacturing
Retail
Wholesale Trade
Import/Export
Technology
Agriculture
Construction
Professional Services
Healthcare
Automotive
Electronics
Textiles
Food and Beverage
Chemical Industry
Pharmaceutical
Relevant Teams
Sales
Finance
Accounting
Export
Import
Supply Chain
Commercial Operations
Documentation
Shipping & Logistics
Customer Service
Trade Compliance
Credit Control
Relevant Roles
Sales Manager
Export Manager
Import Coordinator
Finance Director
Accounts Receivable Specialist
Procurement Officer
Commercial Director
Trade Compliance Officer
Customs Broker
Business Development Manager
Supply Chain Manager
Credit Controller
International Sales Representative
Documentation Specialist
Shipping Coordinator
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