A pro forma invoice is generally preliminary. It presents expected goods, prices and terms before a final transaction document is issued. A commercial invoice reflects the actual shipment or sale details.
Pro forma invoice
Useful for quotations, approvals, advance arrangements or shipment planning. It may include a validity period and estimated transaction details.
Commercial invoice
Used for the actual transaction or shipment and should reflect the final quantities, values and terms.
Reuse the data
When a proposed shipment becomes final, saved parties and product information can reduce the amount that must be re-entered into the commercial invoice and related documents.
Reminder: Shipping and export requirements vary by carrier, commodity, destination and transaction. Confirm current requirements with the responsible carrier, forwarder, broker, customer or government agency.