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Pro-forma Invoice
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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 Information: Refers 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

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