Create Your Pro Forma Invoice Template Excel for Shipping Effortlessly

Pro forma invoice template excel for Shipping

[Music] when it comes to exporting a pro forma invoice is typically the first document you need to create it acts like a quote and looks like a commercial invoice I'm going to explain the reasons why you need a pro forat invoice and show you how to quickly create one but before I do make sure you subscribe to this channel so you don't miss any of our videos sharing practical advice for exporters and importers [Music] when a potential International customer expresses interest in your product they will typically send you some type of letter of inquiry outlining the terms of their interest along with a request for a quote that request is your cue to create a proforma invoice the proforma invoice serves as a negotiating tool between you and the potential buyer if done correctly it will serve as the blue print for the entire export transaction so it should include all the relevant information if we look at this proforma invoice I created using shipping Solutions export documentation software you'll see my proor invoice includes the exporter and ultimate consignes contact information payment terms a pro forat invoice number the quantity and description of the goods the country of origin of the goods the correct six-digit harmonized system code for your product which the buyer will use to determine import duties and taxes if any the price of the goods insurance and shipping costs commercial terms usually expressed as one of the inco terms the currency used for the sale and an expiration date once you've sent your prospective buyer the proforma invoice they will have the option to purchase negotiate the terms or not follow through with the sale the beauty of using shipping solution software to create the proor invoice is if they decide to proceeded you can use the information you've already entered to create a commercial invoice hacking list certificate of origin or any of the other Standard Export documents you need to create for your shipment let us show you how you can create your proor invoice and other export documents up to five times faster than you're creating them now click here to watch a video demo of the software or click the link below to schedule a free live demo there's no obligation and to learn more about exporting subscribe to this this channel into our free international trade blog linked below