A proforma invoice is the document that lets a buyer open a letter of credit, pay an advance, or clear an import file before goods exist in their warehouse. It looks like an invoice and behaves like a quotation.
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About the Proforma
A proforma invoice is the document that lets a buyer open a letter of credit, pay an advance, or clear an import file before goods exist in their warehouse. It looks like an invoice and behaves like a quotation.
Add the port of loading and discharge, the expected shipment date and the advance deposit percentage. OpenDocuHub calculates the deposit and balance due, then exports the international freight layout in a vector PDF.
Port of loading, port of discharge and expected shipping date fields.
Advance deposit percentage with automatic deposit / balance split.
ISO currency selector with localized money formatting.
International freight and trade layout with document reference chain.
How to issue it
STEP 01
Scope and line items
Add items, quantities and unit rates with optional tax and discounts.
STEP 02
Calculate and tax
Verify subtotal, tax breakdown, withholding and balance due.
STEP 03
Export vector PDF
Render an unwatermarked PDF directly in your browser without an upload.
STEP 04
Convert or archive
Store locally in your vault or advance to the next lifecycle document.
Questions about proforma
Is a proforma invoice a tax document?
No. It does not create a tax liability or a payment obligation by itself. It is a preliminary commercial document used to arrange financing, prepayment or customs preparation.
What deposit should I request?
Thirty percent is the most common international advance, fifty percent for custom manufacturing, and one hundred percent for first orders with new counterparties. The proforma shows both the deposit and the remaining balance.
Can I use this for an letter of credit?
Yes - banks accept a proforma invoice that states the goods, quantities, unit prices, Incoterms and shipment window. Convert to a commercial invoice for the final customs file.
Does the proforma need a VAT number?
If you are VAT-registered, include it. Many jurisdictions require the supplier tax identifier on proforma documents even though no VAT is charged yet.