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Proforma Invoice

Export Proforma Invoice Template

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A proforma invoice for export businesses with Incoterms, HS codes, country of origin, and customs documentation fields.

Fill your invoice

IEC Number
Valid Until
Incoterm
Port of Loading
Port of Discharge
LC Reference
Description
HSN
Qty
Rate
Account Name
Account Number
IFSC Code
Bank & Branch
UPI ID (optional)

Export proforma invoices serve a different purpose than domestic proformas. In international trade, the proforma invoice is the document that initiates the entire export process. Banks require it for opening letters of credit (LC), customs authorities use it for pre-clearance documentation, and buyers use it for obtaining import licences in their countries. This template includes all fields required by Indian customs and international trade conventions. It features HS (Harmonized System) codes for each product, which are the international standard for classifying traded goods. The template supports all major Incoterms 2020 (FOB, CIF, EXW, DDP, etc.) which define the responsibilities of buyer and seller regarding delivery, insurance, and freight. Currency fields support all major trading currencies with exchange rate reference. The template includes fields for letter of credit number, pre-shipment inspection certificate, and insurance details. For Indian exporters, it references the IEC (Import-Export Code) which is mandatory for all export activities. The template clearly states "THIS IS A PROFORMA INVOICE - NOT A COMMERCIAL INVOICE" to avoid customs confusion.

Who is this template for?

Indian exporters, international trading companies, manufacturers who export, commodity traders, garment and textile exporters, handicraft exporters, pharmaceutical exporters, and any business that sends goods across international borders. Essential for exporters who deal with LC-based transactions where the bank requires a proforma before releasing credit.

How to customize this template

Step 1: Add your company details including IEC number. Step 2: Add the buyer (importer) details including their country and import licence number. Step 3: Select the Incoterm (FOB is most common for Indian exports). Step 4: Enter products with HS codes, quantities, unit prices in the agreed currency. Step 5: Add shipping details: port of loading, port of discharge, mode of transport. Step 6: Reference the LC number if applicable. Step 7: Add validity period and payment terms. Step 8: Include a clear disclaimer that this is a proforma, not a final commercial invoice.

Compliance Notes

A proforma invoice is required by customs for goods valuation before shipment. It must include HS codes (minimum 8 digits for Indian customs), correct Incoterm, and accurate pricing. The IEC (Import-Export Code) issued by DGFT is mandatory for all exporters. The proforma should match the final commercial invoice in all material aspects. For LC transactions, the proforma must comply with UCP 600 (Uniform Customs and Practice for Documentary Credits) requirements. Indian exports are zero-rated under GST.

Frequently Asked Questions

A proforma invoice is a preliminary estimate sent before shipment for LC opening, customs pre-clearance, and import licence applications. A commercial invoice is the final binding document sent after shipment with actual quantities, prices, and shipping details. The commercial invoice is used for final customs clearance and payment settlement.

FOB (Free on Board) is the most commonly used Incoterm for Indian exports. The seller is responsible until goods are loaded on the ship at the port of loading. CIF (Cost, Insurance, Freight) is used when the seller arranges shipping and insurance. EXW (Ex Works) puts all responsibility on the buyer from the factory gate.

Yes. The Import-Export Code (IEC) issued by DGFT (Directorate General of Foreign Trade) is mandatory for all export activities from India. It is a 10-digit code linked to your PAN. You can apply online at the DGFT portal. Exemptions exist for personal shipments below Rs 25,000.

[Your Business Name]
[Address]
Proforma Invoice
No: INV-001
Date: 04 Apr 2026
Bill To
[Customer Name]
DescriptionQtyRateAmount
[Item 1]1₹0.00₹0.00
[Item 2]1₹0.00₹0.00
[Item 3]1₹0.00₹0.00
Subtotal₹0.00
Total₹0.00
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Fields Included

Exporter NameIEC NoGSTINAddressProforma NoDateValid UntilBuyer NameBuyer CountryImport Licence NoHS CodeDescriptionCountry of OriginQtyUnit PriceCurrencyAmountIncotermPort of LoadingPort of DischargeInsuranceLC ReferenceTotal

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