Proforma Invoice Checklist
Buyers, sellers, traders, finance teams, and operations teams · Before paying a deposit or releasing production.
- What this checks
- Invoice accuracy, Incoterms, payment terms, product specs, and delivery timeline.
- When to use
- Before paying a deposit or releasing production.
- Decision it protects
- Paying against or releasing production from a proforma before entity, bank, commercial scope, and shipment triggers reconcile.
How to use: Click evidence chips as you verify them. Tick the row when the control is satisfied.
Identity, money, and authority
Check against:
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Never trust bank changes, urgent-payment pressure, or divergent instructions received only by email.
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Commercial and shipment scope
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Document consistency and escalation
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Entity data, bank details, Incoterm scope, quantities, prices, approvals, or shipment triggers should never be unclear at payment time.