The seller issues a proforma invoice to let the buyer know what to expect from them and to invite negotiation. Businesses that are scaling fast and looking for ways to improve their billing processes often use proforma invoices. Whether it’s in customs for import/export officials, international trade professionals, logistics, and supply chain managers to assess duties and taxes for imported goods, to manage currency exchange, to calculate shipping costs respectively all find it vital to comply with prerequisite notes.

The platform supports common file types, including PDF, DOCX, XLSX, PNG, JPG, TIFF, and emails. After data extraction, data appears in a file, ready to be downloaded as CSV or XLSX or safely imported into the internal processing system of your choice through API or Zapier.

While the specific details can vary depending on the nature of the goods or services being offered, there are common data elements that can be extracted from proforma invoices, such as seller and buyer information, invoice number, date, description of goods, as well as currency, total amount, shipping and handling and payment terms. Typically, the set of information is similar to invoices, and could be streamlined into one process in Alphamoon. However, if you would like to set up a separate proforma invoice automation, you can do that in our platform.