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Proforma Invoice Template

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

Our free proforma invoice template is available for consultants, business owners, freelancers, and other professionals. It effortlessly generates a proforma invoice for FREE with a few clicks.

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Downloadable Simple Proforma Invoice Template

Save time and strengthen your invoicing process by downloading our blank invoice templates.

MS Excel

Get the proforma bill template in Excel format. Click on the download option and open the proforma template in 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. Get our proforma invoice template Excel sample to initiate your invoicing process smoothly.

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MS Word

Obtain the proforma bill template in Word format. Click on the download option and open the proforma template in MS Word. Edit the proforma invoice template while filling the details and save it in Word or document format. Mention all the required details including your business signature, and review the entire information carefully. Later, you can send it to your buyers or customers with a single click.

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PDF

Enable your customers to avail an easy approach by sending an invoice in pdf format. The highly customizable PDF invoice templates make it easy to craft an invoice which is close to your needs. Fill the necessary fields, review them and ready your professional invoice in a minute. Send it to your customers and make the transaction process straightforward.

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Google Docs

Many professionals like to create proforma invoice in Google Docs. It is easy to accomplish the same with us. Our proforma invoice template docs make it easy to ready your invoice in a short time. Navigate to invoice template Google docs and finalize your edits as per the need. Share it with your clients and make your invoicing operation highly scalable and efficient.

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What is a Pro forma Invoice?

A proforma invoice is an estimated bill that suppliers share with clients before the delivery of services or goods. The prime purpose of a pro forma invoice is to get an idea about the total expenditure on services or goods. It contains the bifurcation of the cost of each service or good to have a clear idea of the payment.

Let's catch hold of a clear understanding through a proforma invoice example. Suppose a jewelry manufacturing company receives a bulk order of necklaces from a client. The company can then share a proforma invoice with the client that includes the product name, quantity, price, and tax information (if applicable). The client will then receive the invoice to get an idea about an estimate.

How to Create a Proforma Invoice Template?

The way to generate a proforma invoice is easy and saves time. The crucial thing to focus is to find the right template that satisfies your needs. To accomplish this, follow the instructions below.

Log in with your login credentials to Moon Invoice.
On the left side panel click the 'Proforma Invoices' option and the new section will be open.
Now click on the Create a Proforma Invoice button in the center.
Fill out the details like customer name, billing address, proforma invoice number, currency, date and shipping address.
Add the product details like proforma invoice number, product description, quantity, rate, sub total, Shipping cost and tax.
Mention the terms & conditions of your business along with notes.
Click on the SAVE button.
After saving an invoice, you can share the invoice via email or WhatsApp.

How to Create a Proforma Invoice Template?

Below are the Proforma Invoice Fields for Your Reference.

The way to generate a proforma invoice is easy and saves time. The crucial thing to focus is to find the right template that satisfies your needs. To accomplish this, follow the instructions below.

Business Information (name, address, city, state and country)
Customer Information (name)
Billing Address (address, city, state, zip code and country)
Shipping Address (address, city, state, zip code and country)
Proforma Invoice number (automatically added)
Currency
Issue Date
Shipping method and cost
Item details, including quantity and rate
Notes
Terms and Conditions

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

Easily generate invoices while choosing your perfect proforma invoice template. A way to get a lucid financial overview with no misunderstandings.

Many of the specifics of the final invoice may be found on a proforma invoice. It includes 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:

A standard pro forma invoice template makes it easier for businesses to estimate customers and reduce the risk of human error.
Save time by creating an invoice in less time.
Proforma invoices for every customer or item put on sale can be easily tracked using this tool.
Gives a professional outlook to the invoice, thus helping in availing of the professional invoice easily.
The proforma invoice includes cost breakdowns in detail and also allows customs to identify the goods and duties.
Businesses and their customers can keep track of and evaluate the costs of shipping and transportation by customizing formats.
Professionals can create an invoice from anywhere and at any time due to ready-to-use templates.
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.
Create invoices as per your choice because every invoice template is highly customized.
There is no need to hire additional staff to create invoices and handle the invoicing process.
Fully customizable templates with multiple designs and formats.
With a proforma invoice template, the customer gets familiar with the entire deal terms. Thus, it helps companies to close deals.

Benefits of Using a Pro forma Invoice Template

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 Is the Use of Proforma Invoices?

A proforma invoice is very helpful for business owners. The invoice is useful in the following cases.

Streamline the quote to the cash process and prevent any misunderstandings in the transaction.
To acknowledge the client for the estimate.
Proforma invoice creates transparency on certain information like price, delivery date, and quantity.
Proforma invoices are useful in budget planning, and ideal for resource allocation.
A Proforma invoice is helpful in cost estimation before the final transaction.
It allows both parties to discuss and agree on terms and conditions. Thus, it acts as a negotiation tool.
Pro forma invoices are often used in international transactions.
It indicates a good-faith estimate of the expenses that the person doing the purchase ought to anticipate being responsible for paying.
Proforma invoices enable manufacturers to prevent disputes at the time of delivery.
It enables buyers to negotiate the price

Why are Pro Forma Templates
Important?

Pro forma templates offer a standardized format to showcase costs, terms, and conditions along with clarity for every business transaction.

A Pro Forma invoice works on the what-if concept and gives an idea about the payment estimate for the particular service or goods. Points that justify the importance of pro forma templates are as follows.

Pro forma invoice templates are time-saving. Opting for a Pro forma invoice means half the milestone is achieved in the work. It bans the manual process of entering details every time.
Pro forma invoice templates help add a professional touch to an invoice. The manual process of generating an invoice does not compete with a professional template.
It is easy to modify the template, thanks to the highly customization feature.
Converting a pro forma invoice to a final invoice is easy with templates. All you need to do is remove the pro forma header and include payment instructions.
Making a manual pro forma invoice document is tough with Google Docs and Word. However, with a proforma invoice template it is easy.

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.

What is a pro forma invoice in Excel?

The pro forma invoice is identical to the sales quote or purchase order. The layout of this is similar to a general invoice. It contains the details about the shipping items and will be used as a commercial invoice once the final transaction takes place.

Proforma Invoice Template