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Pro Forma Invoice Template PDF Free Download
ProForma Invoice Template
A pro forma invoice works as an invoice draft; it lets customers know the final price and allows vendors to proceed with the work.
Pro forma invoices are typically sent ahead of the completion of a service or delivery of goods.
They give buyers a final sale price and sellers a better indication of future payment.
Like with invoice templates, business owners and contractors can use pro forma invoices to bring a professional edge to their customer interactions.
A pro forma template can also save quite a bit of time in the long run.
The ProForma invoice should be basically indistinguishable from a standard one, with the caveat that its figures are subject to change. It should include:
The name, address, and phone number of both buyer and seller
An itemized list of all items and their costs
The estimated subtotal due, estimated taxes due, and estimated total due
The payment due date and any penalties for late payment
How to Use a ProForma Invoice
1. Calculate Goods to be Sent
Review the order in detail and calculate the total preliminary costs.
2. Describe Each Preliminary Charge
Complete the invoice by filling out these insufficient quantities and costs.
It may be wise to highlight particular elements that are most likely to change.
3. Submit the Invoice
Submit the invoice when ready, and make sure to express that it is the ProForma, not the final version.
Speak to the customer and ensure agreement on all terms.
4. Ship the Goods
Once the ProForma Invoice has been delivered and an agreement is achieved, you can send goods.
Remember to record any changes in costs or quantities.
Then, prepare the final invoice and deliver it promptly to the customer.
Why Are Pro Forma Templates Important?
Do you think a pro forma invoice would work well in your context? Consider using our invoice template above for an easy start.
Pro forma templates — and invoice templates of all shapes — can give your business a leg up. These are just some of the benefits of using a free invoice template:
Invoice templates save time. You don’t have to manually reenter information every time you create an invoice.
Save your templates for later and replace only pertinent information.
Invoice templates are easier than DIY.
Whether you use Word or Google Docs, creating an invoice document from scratch can quickly become frustrating.
Invoice templates help you look professional.
Even if you do successfully create your invoice from scratch, it may not look as professional as templates with a business touch.
Invoice templates are customizable. It’s a template, not a form — you can switch out any information or blocks that you see fit.
Pro forma invoice templates convert easily.
You don’t have to create an entirely new document.
Simply convert your pro forma invoice into a final invoice by removing the pro forma header and inserting payment instructions.
How Can I Make a Pro Forma Invoice?
You have two options for creating an ‘invoice draft’ for your customers or clients: a pro forma invoice template or an estimate generator.
Since they work as a quote or estimate, you can typically use an estimate in place of a full pro forma invoice.
To use the invoice templates above, first, decide on a format.
If you download it as Word or Excel, you can simply open the template on your computer and save it as your own.
If you utilize Google Docs, the link will take you to Google Drive. From there, first, select ‘File’ from the top menu, then select ‘Make a copy…’. This way you’ll have your own editable copy that you can modify any time you want.
To create your own estimate using a generator, use our estimate maker for a quick start.
You can enter in your client and work information, get a link for download and save the estimate for later.
Using a generator instead of a template has a handful of benefits:
The app saves your clients and items, having them ready for use the next time you’re making an estimate.
You can easily change estimates to invoices with a single click.
Organize your estimates without needing to put in any additional time in.
Use a professionally designed estimate template that’s compatible with printers and mobile devices
See an overview of your business at a glance, without any effort.
Know when customers receive and view your estimates.
|No. of Pages||2|
|PDF Size||1 MB|
Pro Forma Invoice Template PDF Free Download