Proforma Invoice Generator

The problem

Drafting B2B proforma invoices manually often leads to inconsistent formatting, missing Incoterms, and calculation errors. Sales teams lose time repetitive typing when a buyer accepts a quote and needs a formal document to initiate payment.

What it does

• Generates structured proforma invoices with professional headers and sequential document numbering.
• Organizes seller and buyer details into a clear, standardized party block.
• Constructs detailed line-item tables including SKU models, descriptions, quantities, and unit prices.
• Calculates subtotals, freight charges, and grand totals based on user-provided figures.
• Specifies critical trade terms like Incoterms, payment schedules, and lead times.

Why this beats prompting it yourself

Generic prompts often forget essential B2B commerce elements like validity periods or Incoterms. This skill follows a strict structural logic that ensures every invoice includes necessary trade terms and line-item breakdowns without hallucinating financial data.

Use cases

• Convert an accepted quotation into a formal PI for deposit requests.
• Generate line-item breakdowns for mixed-SKU wholesale orders.
• Standardize export documentation for international shipping and customs clearance.
• Create clean payment triggers for buyers to arrange wire transfers.

Known limitations

User must provide all specific figures as the tool does not invent pricing. Banking details and official company stamps must be added manually to the final output.