Export Pro Forma Invoice Generator
Turn the shared export quote data into a pro forma invoice with consistent buyer, goods, currency, Incoterm, payment and shipment assumptions.
Shared trade projectSeller, buyer, goods, Incoterm, currency and shipment data are stored only in this browser and reused across quotation, PI, commercial invoice and packing list. Download JSON snapshots when you need an auditable handoff.
Pro Forma Invoice
Enter the commercial facts once.
Seller/exporter name is required.
Buyer/consignee name is required.
At least one product line with a description and positive quantity is required.
Add the named place/port after the Incoterm; a three-letter rule alone is incomplete commercial wording.
One or more product lines have no HS/tariff code. Verify classification before customs filing.
Seller identity
Counterparty
One source of truth across documents.
Goods
Product lines
| Description | HS code | Qty | Unit | Unit price | Amount | |
|---|---|---|---|---|---|---|
| $0.00 |
Additional charges
Freight, insurance or agreed additions
No separate charges. Add only amounts that are actually part of this document total.
References and dates
Document scope
Customs paperwork is transaction-specific.
India’s framework recognizes commercial invoice/packing-list documentation, but restricted or regulated goods can require additional certificates, NOCs or agency documents. Trade Studio does not invent those requirements.
A pro forma should be consistent with the offer the buyer accepted, while remaining clearly distinct from the final commercial invoice. Trade Studio reuses the same project rather than creating a disconnected template.
Carry accepted terms into the PI
- Confirm buyer name/address and product quantities.
- Confirm price/currency, Incoterm + named place and payment terms.
- Review any bank/payment instructions independently before sending.
How OpenFileTools processes it
Source-backed inputs, explicit assumptions.
The local project is rendered into a searchable PDF and auditable JSON snapshot. The generator does not transmit payment or buyer data.
Questions, answered.
Is a pro forma the same as a commercial invoice?
No. A pro forma is normally a preliminary commercial document; the final commercial invoice reflects the actual sale/shipment facts.
Can I change the PI without changing other documents?
The shared project intentionally keeps common commercial facts synchronized. Download a snapshot first if you need to preserve an earlier accepted version.
Related guide
Read the related guide