The proforma is normally issued by the seller or supplier of goods or services at the request of the buyer or potential client.
This preliminary document is generated to provide specific details about the proposed transaction, including description of products or services, pricing, commercial conditions and other relevant details.
Its issuance malaysian business email list by the seller allows the buyer to have a clear and detailed view of the offer before formalizing the transaction.
Requirements for a proforma invoice
When preparing this document, you must take into account a series of conditions for it to be considered as proforma . These are:
Contain a visible title that indicates it is a “proforma”.
Your data as a supplier.
Your customer's ID.
A description of the products or services you sell, as well as the quantity and unit and total price.
With this information, you will have your proforma invoice ready and you will be ready to send it to your client.