17+ Proforma Invoice Templates

A proforma invoice template is a comprehensive business document which is used to store crucial elements related to a transaction, such as; customer information, product or inventory information, description of transaction, mode of payment, total units, tax information and shipping details. Whereas, a proforma invoice comes from a Latin word which is denoted as a matter of form. Thus, it is an advance sort of invoice that is also known as an estimated invoice, usually sent by seller to buyer confirming the order of purchase. Basically, it includes a commitment that needs to be followed. The term proforma is mostly used in business, and it is typically declared by the supplier who is all set to provide goods or services under a certain price tag as agreed by the seller and buyer itself is called a pro forma invoice. Moreover, this is not actually a real sale or purchase invoice which records the accounted amounts of payable dues, although this is a diverse sort of invoice presented before the actual sale takes place.

Importance of Proforma Invoice:

The proforma invoice template is an accounting statement of commitments made between the seller and buyer. Therefore, with respect to the statement, it is not the official invoice but could be declared as a value trade slip which has an approach to specify the details of particular items along with their prices and other relevant details. Rather than facts, it is somehow a standard invoice that seemingly includes a number of things. For instance, the date, name of recipients, their contact information, addresses of both the buyer and seller, description of items, zip, country, fax, email, phone, business identification card, product codes, description of each item, quantities, price tag, unit, weight, transaction charges, ship via and other important piece of information.

Content of Proforma Invoice:

A proforma invoice template is a professional document that is prepared by the supplier. It is used when supplier and buyer agree on the product details and cost to be shipped to the buyer. It is just like a purchase order for buyers and sellers. Furthermore, it must be created in a more professional way because it is one of most important documents of supply companies. This invoice is prepared with some particular information about the products and orders for the delivery. However, the names of the buyers and suppliers, product description including quantity, per-unit price, total price, net amount and payment terms, are the main contents of this invoice. We offer you these proforma invoice templates, which you can use to prepare your own in the best way. You can get these free invoices by clicking on the download button, which is given beneath the image. Our target is simple, as we are focusing on providing you with professional invoices for multiple uses, and this invoice is a good addition in this regard. It will also save your time and efforts for creating it professionally.

How Crucial are Proforma Invoice Templates?

Proforma invoice templates serve as a record keeper which can be used while dealing with various tasks like; startup of business or project, credit sales as well as purchase and payment transactions. You can use this invoice for various aspects, which are as follows;

1- A proforma invoice template, primarily used for recording business transactions with the motive of generating various reports for conducting and evaluating powerful analysis.

2- This invoice is also utilized for defining crucial terms and conditions which were agreed by all the parties who are involved in a business transaction. These terms and conditions are placed for due diligence and preferable administration.

3- It supervised all credit transactions which needed to be submitted for legal record. The purpose of keeping legal records is to utilize them as and when required for various documents. These documents can be; Letter of understanding, Letter of Credit Accepted and request letter for releasing credit payments.

Free Proforma Invoice Template

The free proforma invoice template is a professional format which is used to calculate the amount of invoice during any transaction. It is a concise format which enables you to insert data into fields. Moreover, it further provides information about the second column which contains information about the transaction. Usually, this format provides a comprehensive understanding of price and quantity and other products. Once the proforma invoice is completed, it is summed up and a grand total is given in the end.

Free Proforma Invoice Template

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Proforma Invoice Template Excel

A proforma invoice template prepared in Excel is used to prepare a professional format which includes required information like; name, address of the buyer and the seller, amount of taxes and price. Once the transaction is completed, then the user can add further description. A perfect proforma invoice sample must provide enough cushion for the signature of the authorized person who is authorized to confirm the invoice. This format is in MS Excel, which is meant to provide ease to keep a record of every transaction.

Proforma Invoice Template Excel

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Printable Proforma Invoice Template

A printable proforma invoice template is a sample format which helps management to record transactions. The ultimate cause behind applying this format is to make sure all documents are printed and taken with care as per the standards of corporation. This format helps you to hold the commanding position in the documentation system, since you can keep multiple copies of the same transaction for control purposes. This ensures a safe record is kept under the supervision of dedicated management.

Source : artboxworldwide.com

Rating 5 out of 5

More Templates

Commercial Proforma Invoice Template

Source : dpd.co.uk

Rating 4 out of 5

Proforma Tax Invoice Template

Source : static.conocophillips.com

Rating 4 out of 5

Blank Proforma Invoice Template

Source : highdesertchb.com

Rating 4 out of 5

Sample Proforma Invoice Example

Source : tfrec.wsu.edu

Rating 5 out of 5

DHL Proforma Invoice Format

Rating 5 out of 5

Proforma Invoice Template Free Download

Rating 4 out of 5

ROW Proforma Invoice Template

Source : emotrans-global.com

Rating 5 out of 5

Proforma Business Invoice Template

Rating 4 out of 5

Agent Commission Proforma Invoice Template

Source : deakin.edu.au

Rating 4 out of 5

Daily Proforma Invoice Template

Source : bestovernite.com

Rating 4 out of 5

Fracture Proforma Invoice Template

Source : hddbroker.com

Rating 4 out of 5

Generic Proforma Invoice Template

Source : xpo.com

Rating 4 out of 5

Return Proforma Invoice Template

Source : shoescribe.com

Rating 4 out of 5

Proforma Invoice Template Word

Source : exporthelp.co.za

Rating 4 out of 5



Additional Information

A bill sent by a service provider, usually a retailer or seller, to an interested buyer is called a proforma invoice. Its purpose is to establish a compulsion on the part of the buyer to pay, creating an account receivable. These invoices make the process of sales and purchases more efficient and well organized. They are of great importance to the retail industry, such as customer service businesses, wholesalers, and technical consultants. This invoice comprises different sections, like date, names and area of business of customer and supplier, contact names, description of products or services purchased, and terms of payment. We have included all of these sections in the free proforma invoice example, presented on this website. You can use it free of cost to create a professional-looking invoice for your business.