A pro forma invoice is a preliminary trade document describing a proposed supply and its terms. It can support quotation or preparation and is not automatically the final commercial invoice.[1]
Check whether price, quantities and delivery terms remain proposed or have been confirmed. Avoid recording the transaction twice when the final invoice arrives. Treat the document according to its actual function, not merely the word invoice in its title.
Content updated:
Sources
Compiled with AI assistance using public sources. General explanation, not individual legal or tax advice. Describing a concept does not mean Zoloo offers it as a feature.