Proforma invoices and purchase orders for export/import businesses
Cross-border trade runs on documents that customs, banks, and freight forwarders all expect in a specific shape — a proforma invoice isn't just an early-draft invoice, and a purchase order needs to track a vendor relationship, not just a one-off buy. Dobydil's document set is built to match what these transactions actually require.
Where the time and money usually goes
- A proforma invoice built from a regular invoice template, missing the incoterm and HS code fields customs and banks expect
- No distinction between a domestic purchase order and one tied to an overseas vendor relationship
- Advance-payment terms that need bank details on the document itself, not just in a separate email
- Tracking vendors and customers across multiple countries and currencies without a central record
How Dobydil helps
Proforma invoices built for trade, not adapted from one
Incoterm and HS code fields, an optional bank-details block for advance payment, and a clear PROFORMA INVOICE — NOT A TAX INVOICE stamp, matching what banks and customs officials expect to see.
Purchase orders linked to a real vendor record
Track which vendor supplied what, across every order, instead of retyping vendor details as free text each time.
One-click conversion from proforma to real invoice
Once a deal is confirmed, convert the proforma into an actual invoice as a separate record — the proforma stays as the original trade document, unaltered.
Delivery challans for cross-border shipments
Document what's physically moving separately from what's being invoiced, matching how export shipments are typically tracked.
Built for export/import businesses specifically
Illustrative scenario
Setup: A small export business finalizing an overseas order that requires 30% advance payment.
Without Dobydil: Sends a modified regular invoice as the proforma, missing the HS code the buyer's customs broker needs, and the advance-payment bank details live only in a separate email.
With Dobydil: Sends a proforma invoice with incoterm, HS code, and bank details built in, then converts it to a real invoice once the advance is confirmed.
Common questions
What's the difference between a proforma invoice and a regular invoice on Dobydil?
A proforma invoice includes incoterm, HS code, and optional bank-detail fields, and is explicitly stamped as not a tax invoice — used before a sale is finalized rather than after.
Can I track vendors separately from customers?
Yes — Vendors is a dedicated record type, distinct from Customers, and Purchase Orders link to it directly.
See it work for your own numbers.
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