A standard proforma invoice for the sale of goods, a preliminary document sent to a buyer before the goods are supplied or a full tax invoice is issued. Drafted in neutral form for businesses in England & Wales.
How to use this template - Replace every
[SQUARE-BRACKET]field before use. - A proforma invoice is a good-faith quotation in invoice form, it sets out what you propose to supply and the price, often so the buyer can arrange payment, finance or customs/import clearance. It is not a demand for payment of a debt and is not a valid VAT invoice: once the sale proceeds, you must issue a proper VAT invoice. - Clearly mark it "Proforma" and state how long the quoted prices are valid.
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PROFORMA INVOICE
Marked: PROFORMA, this is not a VAT invoice and not a demand for payment.
Seller: [COMPANY NAME], [ADDRESS], [VAT no. if applicable] Buyer: [NAME, ADDRESS] Deliver to (if different): [ADDRESS]
| Field | Detail |
|---|---|
| Proforma invoice No. | [NUMBER] |
| Date | [DATE] |
| Valid until | [DATE] |
| Buyer reference / PO No. | [NUMBER] |
| Currency | [GBP / other] |
| Delivery terms (Incoterms®) | [e.g. EXW / FOB [PLACE] / CIF [PLACE]] |
Goods
| Item | Description | Qty | Unit price | Line total |
|---|---|---|---|---|
| 1 | [DESCRIPTION] | [ ] | [£ ] | [£ ] |
| 2 | [DESCRIPTION] | [ ] | [£ ] | [£ ] |
| Subtotal | [£ ] |
| Delivery / shipping | [£ ] |
| VAT [rate]% (if applicable) | [£ ] |
| Total | [£ ] |
Payment terms: [e.g. 100% in advance / 30% deposit, balance before dispatch], to:
- Account name: [ ] · Sort code: [ ] · Account number: [ ] · Reference: [PROFORMA NUMBER]
- [IBAN / SWIFT for international payment]
Estimated weights/dimensions (for shipping/customs): [ ] Country of origin: [ ] · Commodity/HS code (if known): [ ]
This proforma is a quotation only; a binding contract and a VAT invoice will follow on acceptance and supply.
Issued by: [NAME, TITLE], for [COMPANY NAME], Date: [DATE]
--- This template is a starting point and not legal advice. For VAT, export-control and customs requirements, take specialist advice. Governing law: England & Wales.