The Proforma Invoice is a fundamental document in international trade transactions under Swiss jurisdiction, serving as a preliminary bill of sale that precedes the final commercial invoice. It is typically used when buyers need to obtain import permits, arrange letter of credit payments, or process customs clearance before the final transaction. The document must comply with Swiss legal requirements, particularly those outlined in the Swiss Code of Obligations and VAT legislation. A Proforma Invoice includes essential information such as detailed product descriptions, pricing, delivery terms, and payment conditions, while also incorporating specific elements required by Swiss customs authorities. This document is particularly important in international trade as it helps facilitate customs clearance, provides basis for payment arrangements, and serves as a formal quotation for the buyer.
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1. Seller Information: Complete details of the selling company including legal name, address, VAT number, and contact information
2. Buyer Information: Complete details of the buying company including legal name, delivery address, and contact information
3. Proforma Invoice Number: Unique reference number for the proforma invoice
4. Date: Issue date of the proforma invoice
5. Product Details: Itemized list of products including description, quantity, unit price, and total price per item
6. Total Amount: Summary of total amounts, subtotal, VAT (if applicable), and final total in specified currency
7. Payment Terms: Specified payment conditions, method, and banking details
8. Delivery Terms: Incoterms, shipping method, and estimated delivery time
9. Validity Period: Period for which the proforma invoice remains valid
1. Special Instructions: Additional handling or shipping instructions, used when products require specific care or handling
2. Export License Information: Details of export licenses when required for controlled or restricted goods
3. Certificate of Origin: Declaration of origin of goods, included when required for customs or preferential trade agreements
4. Product Certifications: References to specific product certifications or compliance statements, used for regulated products
5. Insurance Details: Information about shipping insurance, included when specific insurance arrangements are part of the transaction
1. Detailed Product Specifications: Technical specifications and details of products, particularly for complex or technical items
2. Packing List: Detailed breakdown of package contents, weights, and dimensions
3. Quality Certification Documents: Copies of relevant quality certificates or compliance documents
4. Banking Details Form: Separate document with complete banking information for international transfers
Relevant legal definitions
Seller
Buyer
Goods
Delivery Terms
Incoterms
Place of Delivery
Currency
VAT Number
Commercial Value
Customs Value
Country of Origin
HS Code
Payment Terms
Shipping Method
Unit Price
Total Amount
Validity Period
Export License
Packing Specifications
Insurance Coverage
Bank Details
Purchase Order Reference
Proforma Invoice Number
Delivery Period
Buyer
Goods
Delivery Terms
Incoterms
Place of Delivery
Currency
VAT Number
Commercial Value
Customs Value
Country of Origin
HS Code
Payment Terms
Shipping Method
Unit Price
Total Amount
Validity Period
Export License
Packing Specifications
Insurance Coverage
Bank Details
Purchase Order Reference
Proforma Invoice Number
Delivery Period
Clauses
Relevant Industries
Manufacturing
Retail
Wholesale Trade
Technology
Industrial Equipment
Consumer Goods
Automotive
Electronics
Pharmaceuticals
Textiles
Food and Beverage
Chemical Industry
Machinery and Equipment
Luxury Goods
Relevant Teams
Finance
Sales
Export
Import
Logistics
Accounts Receivable
International Trade
Order Processing
Supply Chain
Commercial Operations
Customs Compliance
Credit Control
Relevant Roles
Export Manager
Import Coordinator
Sales Manager
Finance Director
Accounts Receivable Specialist
Logistics Coordinator
Trade Compliance Officer
Commercial Director
Supply Chain Manager
International Sales Representative
Customs Compliance Specialist
Credit Controller
Business Development Manager
Order Processing Specialist
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