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Proforma Invoice Form for New Zealand

Proforma Invoice Form Template for New Zealand

A Proforma Invoice Form is a preliminary bill of sale sent to buyers before a commercial invoice is issued. Under New Zealand law, it serves as a quotation and commitment document that outlines the goods or services to be provided, their costs, and the terms of the transaction. This document is particularly important in international trade as it helps facilitate customs clearance, establish letter of credit terms, and provide a basis for import licenses. It must comply with New Zealand's Goods and Services Tax Act 1985 and other relevant commercial legislation while meeting international trade documentation requirements.

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Proforma Invoice Form

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What is a Proforma Invoice Form?

The Proforma Invoice Form is a essential commercial document widely used in both international and domestic trade within New Zealand's legal framework. It serves as a preliminary invoice and commitment document issued by sellers before the final commercial invoice. This document typically precedes the actual sale and is often required for various purposes including customs clearance, import license applications, and opening letters of credit. The Proforma Invoice Form must include detailed information about the seller, buyer, goods or services, pricing, payment terms, and delivery conditions. It needs to comply with New Zealand's commercial legislation, including the Goods and Services Tax Act 1985, Fair Trading Act 1986, and Customs and Excise Act 2018. This document is particularly crucial in international trade scenarios where it helps establish clear expectations between parties and facilitates smooth customs procedures.

What sections should be included in a Proforma Invoice Form?

1. Company Details: Seller's complete business information including registered name, address, tax numbers, and contact details

2. Customer Information: Buyer's complete details including name, address, and relevant tax/registration numbers

3. Invoice Details: Proforma invoice number, date, validity period, and reference numbers

4. Product/Service Description: Detailed itemized list of products/services with quantities, unit prices, and specifications

5. Pricing Information: Subtotal, GST/tax details, shipping costs, and total amount in specified currency

6. Payment Terms: Payment method, banking details, and payment deadline

7. Delivery Terms: Shipping method, Incoterms, estimated delivery date, and shipping address

What sections are optional to include in a Proforma Invoice Form?

1. Special Instructions: Used when specific handling, packaging, or shipping instructions are required

2. Trade Terms: Include when specific trade agreements or special conditions apply to the transaction

3. Documentation Requirements: Added for international shipments requiring specific customs or regulatory documents

4. Quality Specifications: Include when products need to meet specific quality standards or certifications

5. Warranty Information: Added when specific warranty terms need to be highlighted

6. Return Policy: Include when specific return conditions need to be stated upfront

What schedules should be included in a Proforma Invoice Form?

1. Technical Specifications: Detailed technical specifications of products when required

2. Packaging Details: Specific packaging requirements and dimensions

3. Product Images: Visual representation of products being quoted

4. Certification Documents: Copies of relevant quality certificates or compliance documents

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok成人版 | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

New Zealand

Document Type

Invoice Form

Sector

Sales

Cost

Free to use
Relevant legal definitions






























Clauses




















Relevant Industries

Manufacturing

Wholesale Trade

Retail

Import/Export

Agriculture

Technology

Construction

Automotive

Medical Supplies

Textiles

Electronics

Food and Beverage

Industrial Equipment

Relevant Teams

Sales

Finance

Export

Import

Logistics

Procurement

Accounts Receivable

Commercial Operations

Supply Chain

International Trade

Business Development

Order Processing

Relevant Roles

Export Manager

Import Coordinator

Sales Manager

Commercial Manager

Finance Manager

Customs Compliance Officer

Trade Finance Specialist

Supply Chain Manager

Procurement Officer

International Sales Representative

Logistics Coordinator

Accounts Receivable Specialist

Business Development Manager

Operations Manager

Industries






Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks, 聽Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination, 聽Severance Pay, Governing Law, Entire Agreemen

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