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Professional Invoicing Software

Proforma Invoice Template

Create personalized proforma invoices without investing much time and effort with our downloadable simple proforma invoice templates.

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Proforma Invoice Template

Downloadable Simple
Proforma Invoice Template

As a part of invoicing, the Proforma invoices are primarily sent to the buyer to request payment before the goods or services are supplied. However, we understand that business owners and freelancers like you are extremely busy managing the overall operations. Hence, during the times when you are required to demand payments from your clients or buyers right after the deal is finalized, you will be required to draft a proforma bill.

How Do We Help You in Creating a Quick Proforma Invoice Format?

We help busy business owners and freelancers like you with the best downloadable examples of proforma invoices that you can use directly on your desktop, smartphone, or in the excel sheet. Customize the free proforma invoice template and start making proforma bills in minutes.

Pro Forma Invoice Template Download Options

We offer different downloadable simple pro forma invoice templates to make your business invoicing quick and smarter. Users do not need to download the entire application to start designing the invoice as it can be done in a flash by clicking on the preferable invoice template option that says Microsoft Excel, Microsoft Word, PDF, or Google Docs.

Downloadable Simple Proforma Invoice Template
Proforma Invoice Template - MS Excel
Proforma Invoice Template - MS Excel

Get the proforma bill template in Excel format. Click on the download option and open the proforma template in your MS Excel. Continue editing the proforma invoice template and save it in Excel format. Later, you can send it to your buyers or customers with a single click.

Proforma Invoice Template - MS Word
Proforma Invoice Template - MS Word

Get the proforma bill template in Word format. Click on the download option and open the proforma template in your MS Word. Continue editing the proforma invoice template and save it in Word or document format. Later, you can send it to your buyers or customers with a single click.

Proforma Invoice Template - PDF
Proforma Invoice Template - PDF

Get the proforma bill template in PDF. Click on the download option and open the proforma template right as a PDF file that is easy to edit. Continue editing the proforma invoice template and save it. Later, you can send it to your buyers or customers with a single click.

How to Create a Proforma Invoice?

To create a proforma invoice for your buyers or customers is easy using the downloadable proforma invoice templates. For generating a final proforma bill or invoice, download the customizable proforma template and follow these steps:

  1. Fill in the mentioned proforma invoice fields for creating a new invoice. For example, choose the customer's name, add the address, and proforma invoice date.
  2. Add products, add tasks
  3. Mention terms and conditions, describe notes
  4. Add shipping method and cost
  5. Add an attachment (if you want)
  6. Click on Save
How to Create a Proforma Invoice?

Below are the Proforma Invoice Fields for Your Reference.

Below are the Proforma Invoice Fields for Your Reference.

We have given different options to our online users with a downloadable free proforma invoice template. So, users need to fill out the proforma invoice template & simply download it on their desktop or smartphone. Later, users can fill out the respective fields for generating a final proforma invoice. Double check the details before sending the proforma bill further.

Benefits of Using a Pro forma Invoice Template

Many of the specifics of the final invoice may be found on a proforma invoice, such as a breakdown of all the products purchased and their cost. In addition, any applicable sales terms should be mentioned as well.

Proforma invoices are not regulated by law, hence there is no standard format or appearance. However, in today's ever-changing corporate world, it's best to stick to a set framework.

Proforma invoices provide the following advantages when they are kept in a certain Proforma Invoice Template:

  • Standard pro forma template Word makes it easier for businesses to estimate customers and reduce the risk of human error at the same time.
  • Proforma invoices for every customer or item put on sale can be easily tracked using this tool.
  • The billing staff may use tools to anticipate sales by extracting data from proforma invoices that follow a common pattern. Typically, a proforma invoice includes a specific price for the item being sold.
  • Businesses and their customers can keep track of and evaluate the costs of shipping and transportation by customizing formats.
  • Businesses can keep track of their finances and working capital with the help of accounting software.
  • Proforma invoice excel templates facilitate the adoption of digital invoicing by enterprises more quickly.

How to Use a Proforma Invoice?

Both the buyer and the seller or the company may make modifications to a proforma invoice since it contains all important sales information. If your consumer sees the value in this approach, you'll have a better chance of retaining them as long-term customers.

A proforma invoice, although non-binding, demonstrates an informal degree of loyalty from both the customer and the vendor. As a quotation or purchase order for your client, the proforma invoice may also be used to secure the sale and payment of your final invoicing process.

What are Proforma Invoices
Used For?

For the purpose of conveying information on the anticipated prices, fees, and delivery date of an order or product, a pro forma invoice is used. Even though it is not definitive, it does indicate a good-faith estimate of the expenses that the person doing the purchase ought to anticipate being responsible for paying.

The buyer has the ability to negotiate the conditions of delivery in the event that the seller supplies them with a proforma invoice pdf. If the customer is unhappy with the price, the quantity, or the timeframe for delivery, they may communicate with the manufacturer in order to come to an agreement that is suitable for both parties.

Even though it is not required by law to send a pro forma invoice, doing so is widely considered to be a good business practice since it enables manufacturers to prevent disputes at the time of delivery. The majority of corporations use downloadable simple pro forma invoice templates or online tools to create proforma invoices.

For customs reasons on imports, pro forma invoices are often used in international transactions. Pro forma invoices are used by businesses in almost every industry to meet their internal purchase approval procedure. Because all conditions have been agreed upon in advance, proforma professional invoice reduces the amount of back-and-forth following a transaction.

What are Proforma Invoices Used For?

Frequently Asked Questions

How do you write a proforma?

With a few exceptions, your proforma invoice format should include all the information you would provide on a sales invoice. Include the following information in your proforma invoice:

  • Invoice number
  • Date of Issue
  • Due date
  • Product / Services Sold
  • Total amount due etc.

How do I create a proforma invoice in Microsoft Excel?

Download a suitable proforma invoice excel template and edit it as per your business invoicing requirement. Insert all the necessary information which are required for invoicing in order to prepare a professional invoice.

What is the difference between a proforma invoice and an invoice?

Traditionally, a business invoice must include a wide range of information, including the name and address of the buyer and seller, a description of the products, the quantity, and the total cost of the shipment. Customs may calculate the necessary tariffs from a general evaluation of the included products using just the information included in a pro forma invoice. A commercial invoice must be submitted within 120 days after submitting a pro forma invoice for customs.

What are the different Proforma Invoice Templates?

When It comes to proforma invoice templates - they can be used as cost estimates, international shipping transactions, and the value of goods that are still to be delivered.