proforma invoice excel template

If you’re shipping products, including a packing slip with the shipment provides clear communication to your customers. Indicate what items are included as well as any items that were ordered but not shipped. Not only does a packing slip inform customers, it can also help reduce mistakes before shipping. From consulting and freelancing to house cleaning and catering, both individuals and businesses can use service invoices to provide detailed billing information to clients. Simply describe the service provided, include the hourly rate or fixed charges, and add a tax rate if needed. Here are some other benefits you stand to gain from using proforma invoice templates.

proforma invoice excel template

The sooner you get the pro forma invoice to the client the better. Commercial InvoiceUse this Commercial Invoice Template to generate professional commercial invoices instantly.

Simply select any of the invoice templates below to customize with our drag-and-drop PDF Editor. Upload your company’s logo, add your terms and conditions, change the given text, and rearrange the template layout to your liking. Your custom invoice template will automatically generate PDF invoices for each form submission, making it easier to keep track of every purchase from your business.

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Online proforma invoice creator provides you different proforma invoice templates to create proforma invoice online and also options to send invoices to the clients without any defer. FreeInvoiceBuilder includes a range of customizable templates, including invoices with adjustable Tax rates and currencies. It also includes invoice templates for specific industries and services. Our free tool is ideal for international merchants, freelancers, and independent contractors.

  • Expedite Invoicing – Once a pro forma has been finalized, a commercial invoice is quickly finalized and dispatched to the customer for payment.
  • Include the part number and unit of measure (e.g., bundle, roll, etc.) to the left.
  • If you’re ready to start creating your own invoices outside the pro forma template, try out our estimate maker for fully customizable pro forma invoices.
  • Let us walk you through the multiple stages of a proforma invoicing process.

Once the first table has completed, repeat the process for any labor services being charged. You don’t have to manually reenter information every time you create an invoice. Save your templates for later and replace only pertinent information. Other advantage of this document is opening letters of credit and most importantly, to have a detailed information on the transaction that can help to plan. We’ve also provided invoice templates in Smartsheet, a real-time work execution platform that streamlines your record keeping and makes invoice tracking easier and more collaborative than Excel. Though the proforma invoice may include all these details, the customs officials may not necessarily pay attention to them when indicated therein.

Advantages Of Pro Forma Invoices

Since it is designed to give only the cost estimate of the sale, the figures on it are not final and so might be modified several times. Another feature that is important in such a document is the name and addresses of both the receiver and sender. This appears to be a standard feature in documentations of this nature. There will also be a clear description of the items in the given proforma invoice example as far as quantity and price are concerned. Billing InvoiceThis billing invoice template is suitable for any medical institutions, hospitals, clinics, and other health organizations. It contains basic information such as hospital details, patient details, date, invoice number, description, amount and total. You can add more information or change and modify the template to your own liking.

“Essentially a step up from a quote, the pro forma is almost exactly the same as a standard invoice but is not legally binding. While quotes are casual and often amount to nothing, pro forma invoices indicate that the work will go ahead once the exact terms have been negotiated,” explains TechRound.

The best format for your proforma invoice templates depends on how you use them and how complex your invoicing needs are. To reduce time spent on invoicing, you can download the best proforma invoice templates from Invoice2go. Our templates are fully editable and can be downloaded in pdf, excel, or word format to customize and use as you require.


If the pro forma will be used for customs, fill out the Reason for Export and sign the document. They can be used in place of a commercial invoice if the details of the commercial invoice are not yet known in detail. Towards the conclusion you need to convince the buyer that you have been vested with the powers to carry out such a transaction by indicating the capacity you hold in the sending organization. This will erase any doubts on the part of the buyer with reference to the transaction. Your name needs to be in full and in block letters and don’t forget to include the date and your signature.

If you download as Word or Excel, you can simply open the template on your computer and save it as your own. If you utilize Google Docs, the link will take you to Google Drive.

Pro Forma at – Information about the meaning of “pro forma”. Free Business Budget Templates for Any Company Track and manage all your finances with this collection of free business budget templates. Top Excel Templates for Accounting Get started managing your company’s financial records with one of these templates. Watch the demo to see how you can more effectively manage your team, projects, and processes with real-time work management in Smartsheet.

You’ll also find invoicing templates and billing statements that deduct deposits or provide tax calculations. If what you are providing has many moving parts and several delivery dates, use this pro forma invoice template to ensure both you and your client are on the same page regarding expectations. By providing these details upfront, you can save a lot of headaches down the line. Very simple sales invoice template featuring company info, shipping and billing info, payment conditions and remittance slip. Once you input the required information, such as unit price and number of items, this spreadsheet will automatically calculate the subtotal and taxes.


Using Refrens Proforma Invoice Template, you can create and manage unlimited proforma invoices for free without any hassle. Our Proforma Invoice Maker also supports multiple currencies and more than 200+ countries. If you have a business with global clients, you can change the currency on your invoice with just one click.

Omitting any one of these details will imply that the document is non authentic and cannot be relied upon by the buyer in such a transaction. A seller is likely to lose business when this is the case since it raises questions regarding transparency. This is a free proforma invoice template with editable logo and proforma invoice excel template shipping information. It has space for contact info of both seller and buyer, slogan and the company’s name, invoice number, customer ID, document title, shipping information, P.O. Number, terms of sales, and a table for detailed list of products with unit description, price, quantity, and total amount owed.

The user must then find out the total for each transaction by multiplying the quantity and price per unit, and then all the results must be summed up to arrive at the subtotal. The subtotal must be then added with sales tax and shipping charges to arrive at the final amount due at the customer’s end. When searching for the perfect proforma invoice template, you come across different pricing models that can indirectly increase the cost of your business. So finding budget-friendly software is necessary especially for freelancers and small businesses.

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The description of each item needs to be indicated separately if there are a number of items to be shipped and this needs to be as detailed as possible. The country of origin is a requirement by customs and it need to be indicated too. These details will include the model number, size of the item, color of the item and any other details that are of a relevant nature. Choose from our wide range of templates of invoices to make your billing statements better. Deposit SlipBanks and financial services can use this free Deposit Slip Template to generate bank deposit slips for customers. Medical InvoiceGenerate PDF invoices for patients with this free, easy-to-customize Medical Invoice Template.

proforma invoice excel template

Once the payment is made, a proforma invoice can be used as a reference document for the invoice to be created in the future. It helps to avoid misunderstanding about the payment and how much amount is due. Proforma invoice is issued before the product is delivered or asking for the advance payment or half payment. An invoice is issued before the payment is made, asking for the payment. As a proforma invoice is just an estimated document, it is not a true invoice and is also generally issued before the tax bill. Professional looking and printable Invoice Excel Template with automation features.

Step 2 – At the top, enter the date and number of the invoice. Then include your company’s name/your name, your address, and phone number. GOV.UK – UK government’s online resource for business that provides an advise and source to regulations related to making business within European Union including international trade.

Detailed Proforma Invoice Template

Our online proforma invoice generator is convenient for both mobile & desktop users. The template covers all the essential fields & details with a professional & elegant design.

You can download it as a pdf or email it directly to your customer through our website. The biggest difference is that a quote or estimate work as a separate document, while a pro forma invoice can be paid as a final invoice once everything is agreed upon.

Whether you are exporting goods and providing services internationally or trading in-house, our free proforma invoice template enables seamless transactions so you can get paid faster. The invoice form helps you create printable proforma invoices with an intuitive layout. The invoice format is designed to meet the requirements of many businesses. And since it is in Excel format, further customizations can also be done by using various Excel tools. For example, you can adjust the fonts, colors, or even print to/create PDF invoices with those free add-in programs.

User Reviews About Free Proforma Invoice Template

For the PDF version, to ensure the ‘Total’ calculates correctly, enter the ‘sales tax’ in decimal format. Expedite Invoicing – Once a pro forma has been finalized, a commercial invoice is quickly finalized and dispatched to the customer for payment. Crossing Borders – In many countries, a pro forma can be used to secure customs paperwork, consular invoices and to determine shipment values for calculating custom duties and import taxes. With this invoice, all of this necessary paperwork can be processed before the shipment leaves the suppliers, decreasing total transit time. This is contrary to commercial invoices which need to be specific in all ways with precise details.

When the customization is complete, you will get the option of sending the proforma invoice via email. The best and most professional way to send the invoice to the clients. You can easily track the invoice to check whether the client has opened the email or not. You also get the option of downloading the proforma invoice and saving it as a PDF.