Commercial Pro Forma Invoice for Hong Kong

Commercial Pro Forma Invoice Template for Hong Kong

A Pro Forma Invoice is a preliminary bill of sale sent to buyers before the actual delivery of goods or services, commonly used in international trade transactions under Hong Kong law. This document serves as a commitment from the seller regarding the price, specifications, and terms of sale, while also being useful for customs clearance and payment processing. In the Hong Kong jurisdiction, it must comply with local commercial law requirements, including the Sale of Goods Ordinance and Electronic Transactions Ordinance, particularly when used in electronic format. The document provides detailed information about products, pricing, payment terms, and delivery conditions, serving as a key reference point for both parties in the transaction.

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What is a Commercial Pro Forma Invoice?

The Commercial Pro Forma Invoice is a fundamental document in international trade and commercial transactions, particularly relevant under Hong Kong's robust commercial law framework. It serves as a preliminary invoice issued by sellers to potential buyers before the final sale is completed. This document is typically used when seeking advance payments, applying for import licenses, initiating customs clearance procedures, or establishing letters of credit. The Pro Forma Invoice includes essential details such as product specifications, pricing, payment terms, and delivery conditions, making it a crucial tool for both parties to confirm transaction details before proceeding with the actual sale. In Hong Kong's business environment, which emphasizes efficiency and clarity in commercial transactions, this document type helps facilitate smooth international trade operations while ensuring compliance with local regulations and international trade practices.

What sections should be included in a Commercial Pro Forma Invoice?

1. Header Information: Company letterhead, document title as 'Pro Forma Invoice', unique reference number, and date of issue

2. Seller Details: Full legal name, address, contact information, and business registration details of the selling company

3. Buyer Details: Full legal name, address, and contact information of the buying company or individual

4. Product Details: Detailed description of goods, including quantity, unit price, SKU/model numbers, and specifications

5. Pricing Information: Unit prices, subtotal, applicable taxes, and total amount in specified currency

6. Payment Terms: Payment method, payment deadline, and banking information if applicable

7. Delivery Terms: Shipping method, Incoterms, estimated delivery date, and shipping address

8. Validity Period: Statement indicating how long the pro forma invoice is valid for

What sections are optional to include in a Commercial Pro Forma Invoice?

1. Special Instructions: Any special handling requirements or instructions - include when goods require specific handling or storage conditions

2. Customs Information: HS codes, country of origin, and other customs-related information - include for international shipments

3. Quality Certificates: Reference to required quality certificates or compliance documents - include when dealing with regulated goods

4. Insurance Details: Insurance coverage information - include when shipping valuable or sensitive goods

5. Terms and Conditions: Additional terms specific to the transaction - include for complex or high-value transactions

6. Warranty Information: Product warranty details - include when selling goods with manufacturer warranties

What schedules should be included in a Commercial Pro Forma Invoice?

1. Detailed Product Specifications: Technical specifications, drawings, or detailed product descriptions when the main invoice cannot accommodate all details

2. Packing List: Detailed breakdown of items, quantities, and packaging information

3. Required Certificates: Copies of relevant certificates (e.g., origin, quality, compliance) required for the transaction

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

Jurisdiction

Hong Kong

Publisher

Genie AI

Document Type

Promissory Note

Sector

Banking

Cost

Free to use
Relevant Industries

Manufacturing

International Trade

Retail

Wholesale

E-commerce

Electronics

Textiles and Apparel

Food and Beverage

Automotive

Pharmaceuticals

Chemical Industry

Consumer Goods

Industrial Equipment

Technology

Logistics and Supply Chain

Relevant Teams

Sales

Procurement

Export

Import

Finance

Logistics

Commercial Operations

Supply Chain

Legal

Compliance

Customer Service

Documentation

Trade Operations

Shipping

Account Management

Relevant Roles

Export Manager

Import Coordinator

Sales Director

Procurement Manager

Trade Finance Manager

Logistics Coordinator

Commercial Operations Manager

Supply Chain Manager

International Sales Representative

Customs Compliance Officer

Finance Controller

Account Manager

Business Development Manager

Shipping Coordinator

Trade Documentation Specialist

Industries
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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