Printable Proforma Invoice Template

A proforma invoice is a non-binding estimate that outlines the details and costs of a transaction. It is used to request payment from a customer before goods or services are delivered.

This type of invoice is commonly used in international trade to provide buyers with an estimate of the costs involved in a transaction.

Proforma Invoice Template Word

Why Use a Proforma Invoice?

There are several reasons why using a proforma invoice can be beneficial:

  • Estimate Costs: A proforma invoice helps the buyer and seller estimate the costs involved in a transaction before it is finalized.
  • Request Payment: By sending a proforma invoice, the seller can request payment from the buyer before delivering the goods or services.
  • Non-Binding: A proforma invoice is non-binding, meaning it does not create a legal obligation for the buyer to pay. It simply provides an estimate of the costs involved.
  • Customizable: proforma invoices can be customized to include specific details and terms of the transaction, making them a flexible tool for businesses.

How to Create a Proforma Invoice

Creating a proforma invoice is a relatively straightforward process.

Here are the steps to follow:

  1. Include Your Business Details: Add your business name, address, contact information, and logo at the top of the invoice.
  2. Add the Customer’s Details: Include the customer’s name, address, and contact information below your business details.
  3. Invoice Number and Date: Assign a unique invoice number and include the date of the invoice.
  4. Itemize the Goods or Services: List the goods or services being provided, along with their quantities and prices.
  5. Include Shipping and Handling Costs: If applicable, add any shipping or handling costs to the invoice.
  6. Specify Payment Terms: Clearly state the payment terms, including the due date and accepted payment methods.
  7. Provide Additional Details: If there are any additional terms or conditions that need to be communicated, include them in the invoice.
  8. Total Amount Due: Calculate the total amount due and display it on the invoice.

Examples

Proforma Invoice Template
Proforma Invoice Template
Sample of Proforma Invoice Template
Sample of Proforma Invoice Template
Simple Proforma Invoice Template
Simple Proforma Invoice Template
Blank Proforma Invoice Template
Blank Proforma Invoice Template
Example of Proforma Invoice Template
Example of Proforma Invoice Template
Printable Proforma Invoice Template
Printable Proforma Invoice Template
Proforma Invoice Template Excel
Proforma Invoice Template Excel

Tips for Successful Proforma Invoices

Here are some tips to keep in mind when creating and using proforma invoices:

  • Be Clear and Detailed: Provide as much information as possible in the invoice to avoid any misunderstandings or disputes.
  • Use Professional Language: Maintain a professional tone and avoid using jargon or complex terms that may confuse the buyer.
  • Double-Check Calculation: Ensure that all calculations are accurate and that the total amount due is correctly calculated.
  • Set Reasonable Payment Terms: Specify a reasonable due date for payment and offer various payment methods to accommodate the buyer’s preferences.
  • Keep a Copy: Make sure to keep a copy of the proforma invoice for your records and future reference.

Conclusion

A proforma invoice is a useful tool for requesting payment before goods or services are delivered. It provides both the buyer and seller with an estimate of the costs involved in a transaction and helps ensure clarity and transparency.

By following the steps outlined in this article and keeping the tips in mind, you can create effective and professional proforma invoices for your business.

Proforma Invoice TemplateDownload