05/05/2025
How to Generate a Proforma Invoice
1. Collect Buyer & Seller Information
Company name, address, contact details
GST/VAT or PAN number (if applicable)
2. Assign a Proforma Invoice Number
Use a unique reference number (e.g., PI-2025-001)
3. Date of Issue
Mention the date youβre issuing the Proforma Invoice
4. Description of Goods/Services
List each item with:
Product/service name
Quantity
Unit price
Total amount per item
5. HS Code (if applicable)
Especially important for international shipments
6. Total Amount
Subtotal
Taxes (if any)
Freight or other charges
Grand Total
7. Currency
Clearly specify the currency (e.g., USD, SGD, NPR)
8. Payment Terms
e.g., Advance 100%, LC, 30% advance & 70% on delivery
9. Delivery Terms (Incoterms)
e.g., FOB Singapore, CIF Birgunj, DDP Kathmandu
10. Validity of Offer
Mention how long the price offer is valid (e.g., valid for 15 days)
11. Bank Details
For payment (Account number, SWIFT code, etc.)
12. Signature & Company Stamp
Authorized signature + official stamp/seal
How to Generate a Proforma Invoice1. Collect Buyer & Seller InformationCompany name, address, contact detailsGST/VAT or PAN number (if applicable)2. Assign a...