proforma invoice template 1

pro forma invoice template

Looking for pro forma invoice template examples? Check our designs, choose the one that fits you the best, and create your pro forma invoice.

The best 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.

free pro forma invoice template

Stripe template

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download pro forma template example

Classic template

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pro forma invoice template sample

Modern template

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free pro forma invoice layout

Simple template

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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.

Other pro forma invoice templates

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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.

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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.

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invoicing · sales · communication