A Proforma Invoice (in Polish: FAKTURA PRO FORMA) is a document that is not a financial document. It is issued to a contractor to provide information about the details of a deal, possible payments, an offer to conclude an agreement, or a payment request.
A proforma invoice is a preliminary document, a template for the potential future invoice for the transaction in question. This method simplifies sales and improves relationships with contractors, who are provided with complete information about the goods and their prices.
Please note!
A proforma invoice is only an informational signal that the recipient may soon receive a VAT invoice. This document has no legal force and does not oblige the recipient to make payment. The binding, financial document is the invoice, and no entries should be made in the accounting records based on a proforma invoice.
In Poland, proforma invoices are used by entrepreneurs just as frequently as regular invoices.
Why is a proforma invoice issued?
A proforma invoice is issued to present a commercial offer to a potential client for your products, goods, or services.
The proforma invoice acts as a kind of confirmation of the offer, where we notify the other party of our intention to enter into a sales agreement, which will later be confirmed by a VAT invoice.
