Gerador Gratuito de Fatura Proforma - Download em PDF | InvoiceBean

Crie faturas proforma profissionais e baixe como PDF gratuitamente. Adicione incoterms, país de origem, período de validade. Criador gratuito de fatura proforma.

A proforma invoice is a preliminary invoice that the seller sends to the buyer before the goods are shipped or the work is completed. It looks almost identical to a real invoice — same line items, prices, tax, and total — but it is not an accounting document. Customs officers use it to estimate duties, banks use it to release advance payments or letters of credit, and procurement teams use it to issue a matching purchase order. Cross-border sellers in particular cannot live without proforma invoices: the document declares the country of origin, incoterms, and shipment value that customs will rely on. InvoiceBean's free proforma invoice generator gives you all the right fields — incoterms, country of origin, validity period, currency, and itemized goods — and produces a watermark-free PDF in seconds. No signup, no per-document fee, no data leaves your browser.

Required Fields Explained

Proforma invoice number
A unique reference (PI-2026-001) used by customs, the bank, and your own records — kept distinct from your real invoice series.
Issue date and validity
Proformas usually expire; the validity period protects you against price changes between quotation and shipment.
Seller and buyer details
Full legal names and addresses on both sides; required by customs for clearance and by banks for letters of credit.
Incoterms
FOB, CIF, EXW, DDP — the trade term defines who pays freight, insurance, and import duties.
Country of origin
Where the goods were manufactured; affects tariff rates and trade-agreement eligibility.
Itemized goods
Description, HS code where required, quantity, unit price, and total per line — customs needs this to value the shipment.
Total value and currency
The full declared value with currency code (USD, EUR, KRW) — the basis for duty calculation and bank advance.

How This Differs From Other Documents

A proforma invoice is not the same as a commercial invoice, even though they look similar. The proforma is issued before the transaction is finalized and is not a demand for payment, so it never enters accounts receivable. The commercial invoice, by contrast, is the binding payment request issued after shipment and is the document that records the sale in your books. A proforma also differs from an estimate or a quote: estimates are sales documents intended to win work, while proformas are operational documents intended to satisfy customs, banks, or pre-payment requirements. Compared with a purchase order, the proforma flows seller-to-buyer; the buyer often replies with a matching PO. Because proformas are often the basis for letters of credit and advance bank payments, the wording of the validity period and incoterms is unusually important — vague proformas can cost real money when an exchange rate shifts or a shipment is delayed.

Best Practices

  • Always include incoterms; without them, the buyer and seller can disagree about who pays freight and import duty.
  • State the country of origin clearly — customs systems use this for tariff classification and trade-agreement preferences.
  • Use a separate number series (PI-…) so proformas never end up in your accounts receivable by accident.
  • Set a realistic validity period for the price; international shipments often take weeks, and FX moves while goods are in transit.
  • Mark the document "This is not a tax invoice" so the buyer's accounting team does not post it to AP in error.

FAQ

O que é uma fatura proforma?

Uma fatura proforma é uma fatura de venda preliminar enviada aos compradores antes do envio ou entrega de mercadorias. Ela descreve os itens, quantidades e preços, mas não é uma exigência de pagamento — é usada para alfândega, importação/exportação e fins de aprovação do comprador.

Qual é a diferença entre uma fatura proforma e uma fatura comercial?

Uma fatura proforma é emitida antes da finalização da transação e é usada para fins de cotação ou alfândega. Uma fatura comercial é emitida após a transação e é a solicitação real de pagamento. As faturas proforma não são exigências de pagamento juridicamente vinculantes.

O que deve constar em uma fatura proforma?

Uma fatura proforma deve incluir: dados do vendedor e comprador, número único da fatura proforma, período de validade, incoterms (condições de envio), país de origem, lista detalhada de mercadorias com quantidades e preços e valor total.

O que são incoterms e por que são importantes?

Os incoterms (Termos Comerciais Internacionais) são termos comerciais padronizados que definem as responsabilidades de compradores e vendedores na entrega de mercadorias. Incoterms comuns incluem FOB (Free on Board), CIF (Cost, Insurance, Freight) e EXW (Ex Works). Eles são especialmente importantes para o comércio internacional.

Posso criar uma fatura proforma gratuitamente?

Sim. O InvoiceBean permite criar PDFs profissionais de fatura proforma completamente gratuito sem marcas d'água e sem cadastro. Adicione incoterms, país de origem e período de validade facilmente.

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