pro forma Excel invoice template
Looking for pro forma invoice template examples in Excel? Check our designs, choose the one that fits you the best, and create your pro forma invoice.
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.
What is a pro forma invoice?
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.
More pro forma invoice templates
Have you not found your desired template? We have more free templates in our Free Generator. Create a document and download it in PDF afterwards.
quick & easy tips for improving your proforma excel invoice template
Do you want create professional proforma invoices? Be sure to implement some of these tips so you can impress your clients.
Enable variety of payments for your clients - make your invoices easy to pay for, include option for electronic payment.
Make your invoices personalized - create a personal touch with your client by personalizing each invoice as much as possible for particular project.
Add all important dates - make sure you always state issue date and delivery date, most importantly include date when an invoice should be paid for.
Highlight important information - if there is something important that your client should be aware of, make sure to add it to the "Note" section.
Add timesheet and expense report - make it easy for your clients to understand what they are paying for by adding additional documents attached.
Include your company logo and signature - try to make your invoices easily recognizable by your clients, add your logo and signature that will guarantee originality of your invoice.
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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.