Proforma Invoice Template
Download a free proforma invoice template with the correct format and wording, or create one online in our free proforma invoice generator - no sign-up needed.
Download a free proforma invoice template with the correct format and wording, or create one online in our free proforma invoice generator - no sign-up needed.
Every proforma invoice sample below is ready to use - it already carries the 'Proforma Invoice' heading and the 'This is not a tax invoice' disclaimer in the right place. Pick a design and download it in Word, Excel or Google Sheets.
A proforma invoice is a preliminary bill sent before a sale is final. It looks like an invoice but works like a quote: it shows the client the goods or services, prices and terms of a proposed deal, and it is not legally binding and not a request for payment. Because of that, it can't replace a sales or tax invoice - it must be labeled 'Proforma Invoice' and carry the disclaimer 'This is not a tax invoice'. Businesses use proforma invoices to confirm deal details, support import and customs declarations, and secure internal approvals or deposits before issuing the real 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.
For international shipments, also add the shipment weight, country of origin and handling costs - customs officers use the proforma invoice to assess the shipment's value before the commercial invoice exists. The format itself is the same in Word, Excel or PDF; only the editing method changes.
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)
A regular invoice is a legally binding payment request issued after delivery; a proforma invoice is an informational preview issued before the deal closes. The details look similar, but only the regular invoice creates an obligation to pay and enters your accounting records. Once the client confirms the proforma, you issue the final invoice - in Billdu, that's one tap, with all items and prices carried over.
A downloaded template is the right choice when you want a file you control - edit it in Word or Excel, save it, reuse it. The free proforma invoice generator is faster when you just need the finished document: fill in the fields in your browser, and download a correctly formatted proforma invoice as a PDF in about a minute, free and without creating an account. If you send proforma invoices regularly, the Billdu app stores your business details, clients and items, so each new one takes seconds.
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 7-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.
No. A proforma invoice is informational only — it doesn't oblige the client to pay and doesn't enter your accounting records. The binding document is the final invoice you issue after the deal is confirmed.
It must be titled 'Proforma Invoice' and include the disclaimer 'This is not a tax invoice', plus the usual details: both parties, an itemized list with prices, the total, and the issue and validity dates.
Yes. Download any template on this page free in Word, Excel or Google Sheets, or use the free proforma invoice generator to create one online without signing up.
Customs authorities use them to assess a shipment's declared value before the commercial invoice exists, which helps imported goods clear without delays.
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