What Is a Proforma Invoice

In international B2B trade, a handshake isn’t enough. To align expectations between buyer, broker, and supplier, you need a clear, non-binding but serious agreement. That’s exactly what a proforma invoice provides. At Sarsorti Spirits, we issue proforma invoices daily to ensure structured, transparent, and secure deals especially when working with bonded warehouses and escrow accounts.

What Is a Proforma Invoice?

A proforma invoice is a preliminary commercial document that outlines the key terms of a transaction  such as:

• Product details and quantities

• Pricing and currency

• Incoterm (e.g. FCA, EXW, DAP)

• Delivery timeline

• Payment terms (e.g. escrow, advance, bank transfer)

• Warehouse location (if bonded storage is used)

• Buyer and seller details

It’s not a tax invoice  but it’s essential in confirming intent and kicking off the process.

Why It’s Important

The proforma invoice serves as:

•  A formal offer for the buyer

•  A tool for payment preparation (especially via escrow)

•  A reference for bonded warehouse pre-advice

•  A record to align all parties before final confirmation

Without it, you risk misunderstandings, delays, or costly mistakes.

When Is It Used?

At Sarsorti, we issue proforma invoices:

• Before the buyer wires funds to escrow

• Before bonded warehouse pre-advice is sent

• When coordinating A-B-C deals involving a broker

• When aligning Incoterms and logistical details with buyers or freight partners

It ensures everyone is on the same page before money or goods move.

What Happens After the Proforma?

Once the buyer accepts the proforma and initiates payment:

1. We confirm with the bonded warehouse or supplier

2. Goods are released or prepared for shipment

3. Final invoice is issued after dispatch or pickup

4. Payment is released (if escrow is used)

The proforma protects both parties by documenting intent, pricing, and conditions — without binding either side to tax obligations yet.

Conclusion

A proforma invoice isn’t just paperwork — it’s the foundation of a clean international trade deal. It gives structure, builds trust, and reduces risk. Whether you’re buying a pallet of Red Bull or coordinating full container loads of spirits, Sarsorti B.V. ensures every transaction starts with a clear and professional proforma.

📩 Need a sample proforma or want to start an order? Contact us at team@sarsorti.com