Glossary

Proforma Invoice (PI): What It Is & What to Check

Quick Definition: A Proforma Invoice (PI) is a preliminary invoice sent by a Chinese supplier before production begins. It outlines the product, quantity, unit price, total amount, payment terms, and delivery details. It's essentially a formal quote that becomes a payment request once you agree.

PI vs Commercial Invoice

FactorProforma InvoiceCommercial Invoice
When IssuedBefore productionAfter shipment
PurposePayment request / formal quoteCustoms clearance document
Legally BindingNot a binding contractLegal document for customs
Used ForBank transfers, L/C applicationsCustoms declaration, duty calculation

What to Check on a PI

  1. Company name and address: Must match the factory/supplier you've been communicating with.
  2. Bank details: Verify independently (call the factory) — email fraud often targets bank details.
  3. Product description: Must match your agreed specifications exactly.
  4. Unit price and total: Match your negotiated price. Watch for hidden fees.
  5. Incoterm: FOB, CIF, or DDP — make sure it matches your agreement.
  6. Payment terms: Deposit percentage and balance trigger should match your contract.
  7. Delivery date: Realistic production timeline based on your discussions.

Red Flags

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