Which information is requested on a proforma invoice?

• A. Warranty period and service frequency
• B. Net Price, No Tax, Shipping Charges, Lead Time, Billing Address, Shipping Address
• C. Customer's favorite color and preferred music
• D. Discount Rate and Financing Options

Answer: (B)

A proforma invoice is a pre-sale document that lays out the expected costs and logistics before a sale is finalized. The essential pieces it should provide are the price (net price), how taxes are treated (often shown as no tax on the proforma), any shipping charges, the lead time or delivery timing, and the correct contact details for both parties—the billing and shipping addresses. This combination gives the buyer a clear forecast of total costs and when the goods will arrive, along with where to send invoices and shipments.

Warranties or service frequency are post-sale terms and not part of the basic pricing and delivery snapshot. Personal preferences like colors or music are irrelevant to a formal price quote. While discounts or financing can be discussed, the core purpose of a proforma invoice is to communicate price components, tax status, shipping costs, delivery timing, and the addresses involved, making the option that lists those elements the best fit.