The best Excel pro forma invoice templates for your business
You do not need to spend time going through all the pro forma invoice templates available on the internet. We have created a free pro forma invoice templates that you can easily edit or download to your computer. Select your preferred format and start using the template now.
At first glance, a proforma invoice may look like any other invoice. But despite the name, proforma invoices are closer in function to quotes or estimates. They are typically issued to clients you're negotiating a deal with to give them a better idea of the products or services provided and their respective and overall prices.
Since the pro forma invoice is a purely informational document format, it is not legally binding. Meaning it can't be used to substitute a regular sales or commercial invoice.
recommended fields for a pro forma invoice
A proforma invoice template should include the term “Proforma Invoice” and the disclaimer “This is not a tax invoice”, along with the other usual information, meaning:
a unique invoice number
provider and customer company details (name, address, contact)
issue and due date
price and description of goods or services
how long the price is valid for
terms and conditions, or a link to a site detailing them
payment terms (to inform how the payment process will work)
VAT (to inform the expected tax amount)
Pro forma vs regular sales invoice
A sales invoice is a legally binding financial document detailing the services or products provided, their description, respective prices, and overall payment amount. It's used to request payment from a customer and confirm a successful transaction.
On the other hand, a proforma invoice is purely informational and not legally binding. Although it details much of the same information, it has to include the term “Proforma Invoice” and the disclaimer “This is not a tax invoice”. Pro forma invoices are used to outline the specifics of a proposed deal.
Professional invoice templates are not the only thing we offer. With Billdu you can grow business even more.
mobile and web app
Create your invoice templates directly in our app and keep your documents at one place and access them whenever you like. You can try it out with 30-days free trial.
2X FASTER PAYMENTS
Add a Pay Now button to the bill template and get paid up to 9 days sooner by accepting payments from online payment services. Nothing cheers up more than a settled bill!
dashboard and documents
Don't limit yourself with invoices only. Create estimates, quotes, delivery notes and more. Keep the track with our dashboard that gives you the greatest comfort for operating and monitoring your business.