Legal Templates
Proforma Invoice Form

Proforma Invoice Form for Australia

Proforma Invoice Form Template for Australia

A Proforma Invoice Form is a preliminary commercial document that provides detailed information about a potential sale transaction before it is finalized. Designed in accordance with Australian commercial law and trade practices, this document outlines the proposed terms of sale, including product specifications, pricing, delivery terms, and payment conditions. While not a legally binding invoice, it serves as a formal quotation and is particularly valuable in international trade for customs clearance, letter of credit applications, and import permissions. The document complies with Australian GST requirements and international trade regulations, making it suitable for both domestic and international commercial transactions.

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What is a Proforma Invoice Form?

The Proforma Invoice Form is an essential commercial document used in business transactions to provide a detailed preview of a potential sale before it is finalized. This document type is particularly crucial in Australian business contexts where it must comply with local commercial law, consumer protection legislation, and GST requirements. The form serves multiple purposes: it acts as a formal quotation, helps buyers obtain import licenses or foreign exchange allocations, facilitates customs clearance, and supports letter of credit applications. While not a legally binding invoice, the Proforma Invoice Form includes comprehensive information about the proposed transaction, including product specifications, pricing, delivery terms, and payment conditions. It's especially valuable in international trade scenarios where Australian businesses need to provide detailed transaction information to overseas partners, customs authorities, and financial institutions.

What sections should be included in a Proforma Invoice Form?

1. Document Title and Number: Clear marking as 'PROFORMA INVOICE' with unique reference number

2. Seller Information: Complete business details including name, address, ABN, contact information

3. Buyer Information: Complete details of the potential buyer including name, address, and contact information

4. Date: Issue date and validity period of the proforma invoice

5. Product/Service Details: Detailed description of goods/services, including quantity, unit price, and specifications

6. Pricing Breakdown: Itemized list of costs, subtotal, applicable taxes (GST), and total amount

7. Payment Terms: Proposed payment terms, method, and banking details

8. Delivery Terms: Estimated delivery timeframe and shipping terms

9. Currency Information: Specified currency and exchange rate if applicable

10. Proforma Statement: Clear statement indicating this is a proforma invoice and not a demand for payment

What sections are optional to include in a Proforma Invoice Form?

1. Incoterms: Include when dealing with international trade to specify delivery and risk transfer terms

2. Export/Import Details: Include for international transactions, showing HS codes, country of origin, etc.

3. Special Conditions: Any special terms, conditions, or requirements specific to the potential transaction

4. Quotation Reference: Reference to any prior quotations or communications when the proforma invoice follows a formal quote

5. Product Images: Include when visual representation of products would be beneficial for clarity

6. Technical Specifications: Detailed technical information when dealing with complex products or equipment

What schedules should be included in a Proforma Invoice Form?

1. Product Specifications Sheet: Detailed technical specifications and requirements for complex products

2. Packaging Details: Specific packaging requirements and dimensions for shipping purposes

3. Quality Certificates: Copies of relevant quality certifications or compliance documents

4. Banking Details Form: Separate form with complete banking information for international transfers

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

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Jurisdiction

Australia

Publisher

Genie AI

Document Type

Invoice Form

Sector

Sales

Cost

Free to use
Relevant Industries

Manufacturing

Retail

Wholesale Trade

Import/Export

Technology

Agriculture

Mining

Construction

Professional Services

Healthcare

Education

Automotive

Fashion and Textiles

Food and Beverage

Electronics

Relevant Teams

Sales

Finance

Accounting

Export

Import

Commercial

Supply Chain

Logistics

Procurement

Operations

Trade Compliance

Credit Control

Relevant Roles

Sales Manager

Export Manager

Import Coordinator

Account Executive

Finance Manager

Commercial Manager

Procurement Officer

Supply Chain Manager

Logistics Coordinator

Trade Finance Specialist

Business Development Manager

Operations Manager

International Trade Specialist

Customs Compliance Officer

Credit Controller

Industries
Competition and Consumer Act 2010 (Cth): This Act includes the Australian Consumer Law and governs trade practices, fair trading, and consumer protection. It's relevant for ensuring the proforma invoice contains accurate representations about goods/services and pricing.
A New Tax System (Goods and Services Tax) Act 1999: Governs GST requirements in Australia, including requirements for tax invoices and documentation. Even though a proforma invoice is not a tax invoice, it needs to clearly indicate its proforma status to avoid confusion.
Electronic Transactions Act 1999 (Cth): Provides the legal framework for electronic transactions and documents, relevant if the proforma invoice will be issued or transmitted electronically.
Customs Act 1901 (Cth): Relevant when the proforma invoice is used for international trade purposes, as it governs the requirements for import/export documentation.
Contract Law - Australian Common Law: While not legislation per se, common law principles regarding contract formation are relevant as proforma invoices may be considered part of contract negotiations.
International Commercial Terms (Incoterms) 2020: While not Australian legislation, these internationally recognized trade terms are essential for international proforma invoices and should be considered in the drafting process.
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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