Proforma Invoice 模板

Proforma Invoice No.: {PI-20260618-001}

Date: {YYYY-MM-DD}

Seller: {Your company name, address, tax ID}

Buyer: {Buyer company name, address, tax ID}

Port of Loading: {Port}

Port of Destination: {Port}

Trade Term: {FOB Ningbo / CIF Hamburg / DDP Warehouse}

Payment Term: {30% deposit, 70% before shipment}

Description of Goods: {Product description}

Model / SKU: {Model}

HS Code: {HS code if confirmed}

Quantity: {Quantity and unit}

Unit Price: {Price}

Total Amount: {Amount}

Packing: {Carton / pallet / crate details}

Lead Time: {Production days after deposit}

Beneficiary Name: {Company name}

Bank Name: {Bank name}

Bank Address: {Bank address}

Account No.: {Account number}

SWIFT Code: {SWIFT}

Remark: Please send payment slip after transfer for faster confirmation.

PI 是客户付款前的重要确认文件，产品描述、金额、贸易术语和银行信息必须逐项复核。

如果客户使用自己的采购订单号，建议把 PO No. 写入 PI，方便双方后续对账。

收到定金后再安排生产时，要把付款水单、PI 版本和客户确认记录一起归档。

Bank account must match the official beneficiary name and signed company information.

Buyer company, consignee, PO No., product description, quantity, amount, trade term, and destination must match the confirmed quotation.

If the buyer asks to pay from another company account, record the relationship and confirmation email before accepting.

Do not start production only based on a screenshot; wait for finance confirmation according to internal policy.

PI version: {V1 / V2 / final confirmed}

Changed field: {quantity / price / bank / destination / packing / lead time}

Customer confirmation: {email / PO / signed PI}

Internal owner: {sales / finance / production}

Production release date: {YYYY-MM-DD}

每一版 PI 都要和客户确认邮件、付款水单、报价单和订单文件放在同一个订单文件夹里。

如果后续改数量、收货人、目的港或银行信息，文件名和邮件标题都要标明版本，避免财务和生产使用旧文件。