Proforma Invoice 範本

Proforma Invoice（俗稱「形式發票」或「報價單」）是外銷與國際貿易中常用的預估帳單，在正式商業發票之前使用，具有報價、預估費用、申請進口許可等功能。這套範本涵蓋 Proforma Invoice 初次發送、修改版 Proforma Invoice、最終確認版 Proforma Invoice 三大情境，幫助外銷業務人員以專業且符合國際貿易慣例的格式與國外客戶溝通。 Proforma Invoice 是國際貿易中不可或缺的工具。當客戶需要用於申請進口許可證、向銀行申請信用狀、或用於內部預算核可時，Proforma Invoice 就是最重要的文件。一套好的 Proforma Invoice 範本，可以讓你的公司在國際貿易流程中展現專業形象，減少文件錯誤造成的延誤。躍創整理了台灣外銷企業適用的 Proforma Invoice 範本，包含完整的專業英文格式，可直接複製使用，幫助你快速產出符合國際貿易標準的 Proforma Invoice。

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關於此範本

什麼是Proforma Invoice 範本？

Proforma Invoice（中文常稱「形式發票」或「預估發票」）是一種由賣方提供給買方的預估帳單文件，用於在正式商業發票（Commercial Invoice）出具之前，提供產品、價格與交易條件的詳細資訊。Proforma Invoice 不同於正式商業發票，因為它本質上是「報價」的正式化文件，不具有法律約束力，通常用於協助買方申請進口許可證、向銀行申請信用狀（L/C）、進行內部預算核可，或作為進口國海關的進口申報參考。 Proforma Invoice 的核心價值在於「橋樑作用」與「預期管理」。橋樑作用是指它在正式交易之前建立了雙方對產品、價格與條件的共同理解，為後續的 Commercial Invoice 奠定基礎。預期管理是指它幫助買方在正式下單前有清楚的費用預期，避免後續爭議。根據國際貿易與進出口實務研究，約有 80% 的信用狀（L/C）交易需要先提供 Proforma Invoice 給開證銀行審核。更重要的是，正確的 Proforma Invoice 可以將進口報關時間縮短約 30%，減少海關查驗與補件的情況。

SOP 使用指南

步驟 1：確認是否需要 Proforma Invoice

並非所有外銷交易都需要 Proforma Invoice。通常需要的情況包括：客戶申請進口許可證需要、客戶向銀行申請信用狀（L/C）需要、客戶內部預算核可需要、大額交易需要預估費用參考時。

步驟 2：根據情境選擇對應範本

初次發送（客戶需要用於申請許可證或信用狀）、修改版（數量、價格或規格有變動）、最終確認版（交易條件已完全確認），三種情境有不同的文件狀態標示。

步驟 3：填入詳細且準確的資訊

Proforma Invoice 的每一欄位都必須準確：品名與規格（使用進口國能理解的描述）、數量（精確的單位）、單價與總價（標明幣別與 Incoterms）、包裝資訊（方便進口國估算運費與關稅）。

步驟 4：檢查文件的一致性

確保 Proforma Invoice 與報價單、信用狀申請內容一致。如果是用於申請 L/C，必須與客戶向銀行申請的內容完全吻合。

步驟 5：標註文件狀態與有效期

明確標示「PROFORMA INVOICE」而非「INVOICE」、標示文件版本（如 REV.1）、標示報價有效期，讓客戶知道這不是正式帳單。 ---

核心資源

可複製使用的範本內容

以下為整理好的標準化腳本。點選「一鍵複製」即可將文字存入剪貼簿，直接置換括號資訊使用。

情境一：初次 Proforma Invoice 發送

**適用時機**：客戶需要用於申請進口許可證、信用狀或內部預算核可，首次發送 Proforma Invoice **Proforma Invoice 格式**：

PROFORMA INVOICE

═══════════════════════════════════════════════════════════════
                         PROFORMA INVOICE
                            ( NOT AN INVOICE )
───────────────────────────────────────────────────────────────
Proforma Invoice No.:    PI-2026-XXXX
Date:                   [Month Day, Year]
Buyer's Reference No.:   [Client's reference, if any]
───────────────────────────────────────────────────────────────
ISSUED BY (SELLER):
───────────────────────────────────────────────────────────────
[Company Name]
[Company Address Line 1]
[Address Line 2, City, Country]
Tel: [Phone]
Fax: [Fax]
Email: [Email]
Tax ID / VAT No.: [Tax Number]

BILL TO (BUYER):
───────────────────────────────────────────────────────────────
[Client Company Name]
[Client Address Line 1]
[Address Line 2, City, Country]
Tel: [Phone]
Email: [Email]
Tax ID / VAT No.: [Client Tax Number]

SHIP TO (CONSIGNEE, if different):
───────────────────────────────────────────────────────────────
[If same as Bill To, write "SAME AS BILL TO"]
[Or provide different consignee details]

───────────────────────────────────────────────────────────────
                    DESCRIPTION OF GOODS
───────────────────────────────────────────────────────────────

Item  No. | Description of Goods       | Qty | Unit | Unit Price | Amount
----------|---------------------------|-----|------|------------|--------
  1      | [Product Name]            |     |      |            |
         | Model: [Model No.]         |     |      |            |
         | Specification: [Specs]    | [X] | pcs  | USD [Pr]   | USD [Amt]
         | HS Code: [XXXX.XX]        |     |      |            |
----------|---------------------------|-----|------|------------|--------
  2      | [Product Name]            |     |      |            |
         | Model: [Model No.]         |     |      |            |
         | Specification: [Specs]    | [X] | pcs  | USD [Pr]   | USD [Amt]
         | HS Code: [XXXX.XX]        |     |      |            |
----------|---------------------------|-----|------|------------|--------
                                        |     | SUBTOTAL:  | USD [Sub]
                                        |     | FREIGHT:   | USD [Amt]
                                        |     | INSURANCE: | USD [Amt]
                                        |     | TOTAL:     | USD [Total]

───────────────────────────────────────────────────────────────
                         TERMS & CONDITIONS
───────────────────────────────────────────────────────────────

Total Amount in Words:
  [Amount in words], United States Dollars Only

Country of Origin:
  Taiwan (Republic of China)

Packing Details:
  [Standard export cartons / Palletized]
  [Total cartons: X] / [Total gross weight: X kg] / [Total CBM: X]

Delivery Port:
  [FOB Kaohsiung Port, Taiwan / CIF Destination Port, Country]

Incoterms 2020:
  [FOB / CIF / CFR / EXW]

Payment Terms:
  [T/T 30% deposit, 70% against copy of B/L]
  [Or: L/C at sight / T/T in advance]

Lead Time:
  [X] weeks after receipt of deposit

Validity of this Proforma Invoice:
  This Proforma Invoice is valid for [30] days from the date of issue.
  Prices are subject to change after validity period.

Special Remarks / Notes:
  1. This is a PROFORMA INVOICE only and does not constitute an
     official commercial invoice.
  2. Final prices may vary based on actual order specifications.
  3. [Any other relevant notes]

Bank Details (for wire transfer):
  Bank Name:     [Bank Name]
  Bank Address:  [Bank Address]
  Account Name:   [Account Name]
  Account No.:    [Account Number]
  SWIFT Code:     [SWIFT/BIC Code]

───────────────────────────────────────────────────────────────
Authorized Signature:

[Your Name]
[Title / Sales Manager]
[Company Name]

Date: [Month Day, Year]
═══════════════════════════════════════════════════════════════
                          END OF PROFORMA INVOICE
═══════════════════════════════════════════════════════════════

情境二：修改版 Proforma Invoice

**適用時機**：原有 Proforma Invoice 的規格、數量、價格或條件有變動，發送修訂版本 **Proforma Invoice 格式（修訂版）**：

PROFORMA INVOICE (REVISED)

═══════════════════════════════════════════════════════════════
                    PROFORMA INVOICE (REVISED)
                            ( NOT AN INVOICE )
───────────────────────────────────────────────────────────────
Proforma Invoice No.:    PI-2026-XXXX-REV.1
Original Date:           [Original Date]
Revision Date:           [New Date]
Buyer's Reference No.:   [Client's reference]

*** THIS IS A REVISED VERSION ***
*** SUPERSEDES PI-2026-XXXX DATED [Original Date] ***
───────────────────────────────────────────────────────────────
ISSUED BY (SELLER):
───────────────────────────────────────────────────────────────
[Company Name]
[Company Address]
Tel: [Phone] | Email: [Email]

BILL TO (BUYER):
───────────────────────────────────────────────────────────────
[Client Company Name]
[Client Address]

SHIP TO (CONSIGNEE):
───────────────────────────────────────────────────────────────
[Same as Bill To / Different Address]

───────────────────────────────────────────────────────────────
                    DESCRIPTION OF GOODS
───────────────────────────────────────────────────────────────

Item  No. | Description of Goods       | Qty | Unit | Unit Price | Amount
----------|---------------------------|-----|------|------------|--------
  1      | [Product Name]            |     |      |            |
         | Model: [Model No.]         |     |      |            |
         | Specification: [Specs]     |     |      |            |
         | **REVISED**: [Changes]     | [X] | pcs  | USD [Pr]   | USD [Amt]
         | HS Code: [XXXX.XX]        |     |      |            |
          | *Previously*: [Old info] |     |      |            |
----------|---------------------------|-----|------|------------|--------
  2      | [Product Name]            |     |      |            |
         | *No change*               | [X] | pcs  | USD [Pr]   | USD [Amt]
         | HS Code: [XXXX.XX]        |     |      |            |
----------|---------------------------|-----|------|------------|--------
                                        |     | SUBTOTAL:  | USD [Sub]
                                        |     | FREIGHT:   | USD [Amt]
                                        |     | TOTAL:     | USD [Total]

───────────────────────────────────────────────────────────────
                       REVISION NOTES
───────────────────────────────────────────────────────────────

Changes made in this revision:
  □ Item 1: Quantity changed from [Old Qty] to [New Qty]
  □ Item 1: Unit price changed from USD [Old Price] to USD [New Price]
  □ Item 1: Specification revised: [Description of change]
  □ Item 2: [Description of change]
  □ Freight cost updated due to [reason]

Net change from previous version:
  Previous Total: USD [Old Total]
  Current Total:   USD [New Total]
  Difference:       USD [Difference] ([+/-, increase/decrease])

───────────────────────────────────────────────────────────────

TERMS & CONDITIONS:
  (Same as previous / Revised as follows: [describe changes])

Validity of this Revised Proforma Invoice:
  This revised Proforma Invoice supersedes all previous versions
  and is valid for [30] days from the revision date.

───────────────────────────────────────────────────────────────
Authorized Signature:

[Your Name] | [Title] | [Company Name] | Date: [Date]
═══════════════════════════════════════════════════════════════
                          END OF REVISED PROFORMA INVOICE
═══════════════════════════════════════════════════════════════

情境三：最終確認版 Proforma Invoice

**適用時機**：買賣雙方已完全確認所有交易條件，發送最終版本供客戶正式下單使用 **Proforma Invoice 格式（最終確認版）**：

PROFORMA INVOICE (FINAL CONFIRMATION)

═══════════════════════════════════════════════════════════════
               PROFORMA INVOICE (FINAL CONFIRMATION)
                            ( NOT AN INVOICE )
───────────────────────────────────────────────────────────────
Proforma Invoice No.:    PI-2026-XXXX-FINAL
Date:                   [Month Day, Year]
Buyer's Reference No.:   [Client's PO or Reference]

*** THIS IS THE FINAL CONFIRMATION VERSION ***
*** ALL TERMS AND CONDITIONS ARE SUBJECT TO FINAL ORDER ***
───────────────────────────────────────────────────────────────
ISSUED BY (SELLER):
───────────────────────────────────────────────────────────────
[Company Name]
[Company Address]
Tel: [Phone] | Email: [Email]

BILL TO / SHIP TO (BUYER):
───────────────────────────────────────────────────────────────
[Client Company Name]
[Client Address]

───────────────────────────────────────────────────────────────
                    DESCRIPTION OF GOODS
             (ALL TERMS CONFIRMED BY BOTH PARTIES)
───────────────────────────────────────────────────────────────

Item  No. | Description of Goods       | Qty | Unit | Unit Price | Amount
----------|---------------------------|-----|------|------------|--------
  1      | [Product Name]            |     |      |            |
         | Model: [Model No.]         |     |      |            |
         | Confirmed Spec: [Specs]   | [X] | pcs  | USD [Pr]   | USD [Amt]
         | HS Code: [XXXX.XX]        |     |      |            |
----------|---------------------------|-----|------|------------|--------
  2      | [Product Name]            |     |      |            |
         | Model: [Model No.]         |     |      |            |
         | Confirmed Spec: [Specs]   | [X] | pcs  | USD [Pr]   | USD [Amt]
         | HS Code: [XXXX.XX]        |     |      |            |
----------|---------------------------|-----|------|------------|--------
                                        |     | SUBTOTAL:  | USD [Sub]
                                        |     | FREIGHT:   | USD [Amt]
                                        |     | INSURANCE: | USD [Amt]
                                        |     | TOTAL:     | USD [Total]

───────────────────────────────────────────────────────────────
           CONFIRMED TERMS & CONDITIONS (BINDING ON ORDER)
───────────────────────────────────────────────────────────────

Total Amount in Words:
  [Amount in words], United States Dollars Only

Country of Origin:
  Taiwan (Republic of China)

Confirmed Delivery Port:
  [FOB Kaohsiung Port, Taiwan]

Confirmed Incoterms 2020:
  [FOB / CIF]

Confirmed Payment Terms:
  [T/T 30% deposit, 70% against copy of B/L]
  Deposit due: Within [X] days of order confirmation
  Balance due: Prior to shipment

Confirmed Lead Time:
  [X] weeks after receipt of deposit

Confirmed Packing:
  [Standard export cartons]
  Total Cartons: [X] | Gross Weight: [X] kg | CBM: [X]

───────────────────────────────────────────────────────────────
IMPORTANT NOTES FOR ORDER PLACEMENT
───────────────────────────────────────────────────────────────

To proceed with your order, please:
  1. Review and confirm all details above
  2. Arrange 30% deposit payment
  3. Send copy of payment slip to confirm your order
  4. We will issue Commercial Invoice upon receipt of deposit

Upon receipt of deposit, this Proforma Invoice will serve as
the basis for the Commercial Invoice to be issued.

Contact for order confirmation:
  [Your Name] | [Title]
  Email: [email] | Tel: [phone]

───────────────────────────────────────────────────────────────
Confirmed and Accepted by:

BUYER: ________________________  Date: __________
       [Client Name / Company]

SELLER: _______________________  Date: __________
       [Your Name / Company]

───────────────────────────────────────────────────────────────
Authorized Signature:

[Your Name]
[Title / Sales Manager]
[Company Name]
Date: [Month Day, Year]
═══════════════════════════════════════════════════════════════
                      END OF FINAL PROFORMA INVOICE
═══════════════════════════════════════════════════════════════

範本變體

針對不同情境的調整版本

依據品牌調性（如正式 B2B 或活潑零售）可選用以下變體。

變體 A：CIF 報價版本（含保險與運費）

適用於需要包含運費與保險費用的 CIF 交易，特別是客戶需要完整進口成本估算時。

Changes to include in Proforma Invoice:

INSURANCE:
  Insurance: To be arranged at buyer's cost
  Coverage: [All risks / ICC "C" / Buyer's request]
  Insurance Company: [If seller arranges, state conditions]

FREIGHT ESTIMATE:
  Estimated Ocean Freight: USD [Amount]
  Estimated Insurance: USD [Amount]

TOTAL CIF [Destination Port, Country]:
  USD [Total including freight and insurance]

NOTE: Final freight and insurance costs will be confirmed
at time of shipment. Any difference will be adjusted.

變體 B：分批出貨版本

適用於訂單需要分為多批出貨的情況，每批都有獨立的出貨時間與費用。

PROFORMA INVOICE - PARTIAL SHIPMENT

═══════════════════════════════════════════════════════════════
                    PARTIAL SHIPMENT DETAILS
───────────────────────────────────────────────────────────────

Shipment Schedule:

1st Shipment:
  Items: [Item Nos. or description]
  Quantity: [X] pcs
  Estimated Shipment: [Month, Year]
  FOB Value: USD [Amount]

2nd Shipment:
  Items: [Item Nos. or description]
  Quantity: [X] pcs
  Estimated Shipment: [Month, Year]
  FOB Value: USD [Amount]

[Continue as needed]

───────────────────────────────────────────────────────────────
TOTAL FOB VALUE: USD [Total]
───────────────────────────────────────────────────────────────

NOTES:
• Partial shipments are allowed / Not allowed
• Transshipment is allowed / Not allowed
• Buyer to arrange shipping from port of loading

變體 C：樣品 Proforma Invoice 版本

適用於客戶需要樣品時，Proforma Invoice 主要用於快遞報關與進口國關稅估算。

PROFORMA INVOICE - SAMPLE

═══════════════════════════════════════════════════════════════
                    SAMPLE PROFORMA INVOICE
───────────────────────────────────────────────────────────────
NOTE: This Proforma Invoice is for customs declaration purpose
      only. The item is not for resale.
───────────────────────────────────────────────────────────────

Sample Item:
  Description: [Product Name / Sample Description]
  Model No.:   [Model No.]
  Quantity:    [X] pcs
  Unit Value:  USD [Value] (For customs purposes only)
  Total Value: USD [Value]

Declared Value for Customs:
  [Actual fair market value]

Purpose of Import:
  [Product testing / Market research / Exhibition]
  [Not for commercial resale]

Country of Origin:
  Taiwan (Republic of China)

Duty/Tax Treatment:
  [Request duty-free treatment under sample classification]
  [Or: Subject to applicable import duties]

Special Notes:
  • Sample only - not for resale
  • Value declared for customs purposes only
  • Please return sample after evaluation if required

═══════════════════════════════════════════════════════════════

FAQ

常見問題

不可以。Proforma Invoice 明確標示「NOT AN INVOICE」，本質上是預估報價文件，不具有正式發票的法律效力。主要用途是協助買方申請進口許可證、向銀行申請信用狀、或進行內部預算核可。正式的交易記錄需要使用 Commercial Invoice（商業發票）。若客戶直接使用 Proforma Invoice 作為付款依據，應提醒他們這不是正式帳單。