Pro forma invoice or sales confirmation

The Pro forma invoice is a legal document between the supplier and the customer to describe the details of a certain commodity. The Pro forma invoice is needed for all international non-document shipments, and is used for the customs in the country of destination to determine the customs value.

It is used by customers to formalize the terms of sale (price, shipping, F.O.B. location, shipping date, etc.) and properly allocate and/or transfer the funds needed for the purchase. The Pro forma guarantees a price and terms for a 60 days period of time while the customer acquires and/or transfers the funds.

The term sales confirmation is used in lieu of the term pro forma invoice in some exporting countries.

 




 

Elements of pro forma invoice

The Pro-Forma Invoice, which is required by customs, must be typed on your company`s letterhead. An original copy with the company stamp, along with three photocopies is required.

(Company Letterhead)

Date:                          
To: Consignee name, address and telephone number.
From: Shipper name, address and telephone number.
Contents: Full description of goods.
Value: Unit value, cost of packing, shipping and insurance, along with the total value of the shipment.
Reason for sending: Reason for export i.e. sale, repair, trade, samples, personal use.
Country of origin: Country in which the goods were manufactured.

(Shipper's signature)

Shipper InformationRefers to the information about the sender of the goods.
Name: The name of the sender.
Address: The complete address of the sender, which includes the postal/zip code and the city name.
Telephone: The telephone number of the sender.
Fax: The fax number of the sender.
VAT Number: The sender Value Added Tax reference Number, for countries, which apply the VAT.
Country: The country the sender is located in.

Consignee Information: Refers to the information about the receiver of the Goods.
Name: The name of the receiver.
Address: The complete address of the receiver, which includes the postal/zip code and the city.
Telephone: The telephone number of the receiver.
Fax:  The fax number of the receiver.
VAT Number: The receiver Value Added Tax reference Number, for countries that apply the VAT.
Country: The country the receiver is located in.

Shipping Information: Refers to the information about the shipping of the Goods.
AWB Number: The Air Way bill number under which the Goods are shipped.
Forwarding Company: The shipping company name.
Date of Export: The date of which the Goods are shipped.
Payment Mode: The paying mode of shipping which may be prepaid, collect or free domicile.

Shipment Information: Refers to the information about the Goods to be shipped.
Number of Pieces: The number of items the shipment consist of.
Specification of Commodities: The description and nature of the goods shipped.
Country Of Origin: The country where the goods where manufactured
Qty: Number of units of the goods.
Unit Price: The value of each item unit.
Amount: The amount of each set of goods.
Currency: The Currency used for pricing the item.
Total Amount: The total value of the shipment.
Reason for Sending: The purpose for shipping the goods.
Name: The name of the sender.
Signature: The signature/company stamp of the sender.

 


 

Create an Invoice in Excel 2010


 

 

 

Vocabulary 

 Nouns (imenice): Verbs (glagoli):
pro forma invoice - predračun, profaktura
supplier - snabdevač
customer - klijent
commodity - roba
customs - carina
destination - odredište
value - vrednost
terms of sale - uslovi prodaje
shipping - utovar
F.O.B. (free on board) - franko paluba broda
fund - novac, novčana sredstva, fondovi
purchase - nabavka
letterhead - zaglavlje
stamp - pečat
consignee - primalac
shipper - špediter
goods - roba
value - vrednost
shipping - utovar
insurance - osiguranje
shipment - isporuka
repair - popravka
trade - trgovina
sample - uzorak
country of origin - zemlja porekla
zip code - poštanski broj
VAT (Value Added Tax) - porez na dodatnu vrednost
payment mode - način plaćanja
piece - komad
item - artikal
Qty (quantity) - količina
unit - jedinica
amount - iznos
currency - valuta
purpose – svrha
determine - odrediti
allocate - doznačiti
transfer - preneti, izvršiti prenos
acquire - dobiti
require - zahtevati
refer to - odnositi se na
apply - primeniti
consist of - sadržati se od
 Adjectives and adverbs
(pridevi i prilozi):
 Prepositions and conjunctions
(predlozi i veznici):
legal - zakonski, legalan
in lieu - umesto
along with - zajedno sa
 -

 

 

Synonyms

 Nouns (imenice): Verbs (glagoli):
supplier – distributor
customer – client, consumer, buyer, purchaser
commodity – goods, produce, stock, products, merchandise, wares
customs – tax, duty, toll, tariff
value – importance, use, benefit, worth, merit
shipping – transport, transportation
fund – money, capital, cash, finance, means
purchase – buy, investment
stamp – imprint, mark, brand, signature
consignee – recipient, receiver
shipper – consignor
goods –merchandise, stock, products, stuff
value – importance, use, benefit, worth, advantage
shipping – transport, transportation
insurance – protection, security, guarantee, provision, shelter, safeguard, warranty
shipment – cargo, consignment
repair – mend, restoration, overhaul, adjustment
trade – commerce, business, transactions
sample – specimen, example, trial, model, pattern
country of origin – fatherland, homeland, mother country, motherland, native land
zip code – postal code, postcode, ZIP
VAT (Value Added Tax) – ad valorem tax, value–added tax
piece – item, part
item – article, thing, object, piece, unit, component
amount – amount of money, sum, sum of money
purpose – aim, goal, idea, objective
determine – specify, define, set, decide
allocate – assign, grant, distribute, designate, set aside
transfer – move, carry, remove, transport, shift, transplant, displace, relocate
acquire – get, win, buy, receive, achieve, obtain 
require – need, crave
refer to – relate to
apply – use
consist of – be made up of, include, contain, incorporate
 Adjectives and adverbs
(pridevi i prilozi):
 Prepositions and conjunctions
(predlozi i veznici):
legal – lawful, valid, legalized
in lieu – instead
along with – together with
 -

 

Antonyms

 Nouns (imenice): Verbs (glagoli):

customer - manager, owner

destination - beginning, start

fund - debt

purchase - sale

consignee - giver, donor

insurance - breach, break

repair - damage

trade - disagreement

piece - whole, entirety 

determine - discourage, hinder, prevent

allocate - keep, withhold

transfer - fail, hold back

acquire - give, forfeit

apply - ignore, mismanage, neglect

consist of - exclude

 Adjectives and adverbs
(pridevi i prilozi):
 Prepositions and conjunctions
(predlozi i veznici):

legal - illegal, unlawful

 
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