Complete guide to creating proforma invoices for export, customs, and advance payments
Start NowTap "Proforma Invoice" button. Important: This is NOT a final tax invoice. It's a preliminary document sent BEFORE the actual sale.
When to Use: Export orders, advance payment requests, customs documentation, bank LC opening, trade finance applications.
For domestic: Business name, GSTIN, address. For export: Company name, full address with country, contact details.
Domestic Customer:
ABC Industries, GSTIN: 27XXXXX, Mumbai, India
Export Customer:
XYZ Trading LLC, Dubai, UAE (No GSTIN needed for export)
For each item, add: Description, Quantity, Unit Price. For exports, also add: HS Code, Country of Origin.
Item: Cotton Bed Sheets
Quantity: 500 pieces
Unit Price: $12 per piece (USD)
HS Code: 6302.21.00
Country of Origin: India
Total: $6,000 USD
Add shipping terms (FOB/CIF/EXW), port of loading, port of discharge, expected shipping date.
Example: FOB Mumbai Port | Shipping to Dubai Port | Expected Ship Date: 15-Jan-2025
Specify: Payment method (Bank transfer, LC), Advance required (30%, 50%, 100%), Payment deadline.
Advance Payment:
50% advance via wire transfer. Balance before shipment.
Letter of Credit:
Irrevocable LC at sight. Valid for 90 days.
Generate proforma PDF with clear "PROFORMA" watermark. Send to customer. After payment/shipment, convert to final tax invoice!
After Customer Approves: Tap "Convert to Final Invoice" → Proforma becomes official tax invoice → Recorded in books!
Create proforma in USD. Customer opens LC at bank using proforma. After LC confirmed, ship goods. Convert proforma to final export invoice.
Send proforma for ₹10L order requesting 50% advance. Customer pays ₹5L. Manufacture goods. Ship. Convert proforma to final invoice showing ₹5L paid + ₹5L due.