A Proforma Receipt is a formal commercial document commonly used in New Zealand business transactions where a preliminary receipt or invoice is required before the final payment is made or goods are delivered. This document type is particularly important in scenarios involving advance payments, international transactions, or when formal price quotations are needed. The Proforma Receipt must comply with New Zealand's GST requirements and include specific information such as the seller's GST number, itemized pricing with GST components, and clear payment terms. It serves multiple purposes: as a quote for customers, a payment commitment document, a customs declaration aid for international shipments, and a preliminary invoice for accounting purposes. The document should align with the Goods and Services Tax Act 1985, Fair Trading Act 1986, and other relevant New Zealand commercial legislation.
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1. Business Details: Legal business name, GST number, contact information, and business address
2. Receipt Number: Unique identifier for the receipt/transaction
3. Date: Date of issue and, if different, date of transaction
4. Customer Information: Name and contact details of the customer or recipient
5. Item Details: Description of goods/services, quantities, unit prices, and subtotals
6. Payment Summary: Subtotal, GST amount, total amount, and payment terms
7. Payment Status: Clear indication that this is a proforma receipt and payment status
1. Delivery Information: Include when goods are to be delivered, showing delivery address and estimated delivery date
2. Special Terms: Any special conditions or notes specific to the transaction
3. Quote Validity: Include when the proforma receipt serves as a quote, showing how long the prices are valid for
4. Currency Information: Include for international transactions, showing exchange rates if applicable
5. Purchase Order Reference: Include when the transaction is linked to a customer's purchase order
1. Detailed Specifications: Detailed product or service specifications when the main receipt cannot accommodate all details
2. Terms and Conditions: Standard terms and conditions of sale when required
3. Price Breakdown: Detailed cost breakdown for complex transactions with multiple components or service elements
Relevant legal definitions
Clauses
Relevant Industries
Retail
Wholesale
Manufacturing
Professional Services
Construction
Information Technology
Export/Import
Hospitality
Education
Healthcare
Consulting
E-commerce
Relevant Teams
Finance
Accounts
Sales
Customer Service
Operations
Administration
Export
Credit Control
Commercial
Order Processing
Relevant Roles
Accounts Receivable Clerk
Sales Manager
Finance Manager
Business Owner
Accounting Manager
Bookkeeper
Financial Controller
Sales Representative
Export Coordinator
Procurement Officer
Office Administrator
Credit Controller
Customer Service Representative
Operations Manager
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