Proforma invoice template (Free download)

Create proforma invoice for free

We understand the importance of simplicity and affordability in invoicing. That’s why we’ve introduced a collection of free proforma invoice templates! Download any template from our assortment and create professional proforma invoices within minutes. Our templates are compatible with both Microsoft Word and Google Docs, catering to the needs of small and large businesses. Make this your go-to destination for crafting pro forma invoices.

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What is a proforma invoice?

A proforma invoice acts as a preliminary bill of sale, a crucial step after a deal is made but before the product or service is delivered. While it’s not a legally binding document, it plays a vital role in establishing the terms of an order before a purchase order is issued. Ensure clarity and agreement between buyer and seller by leveraging proforma invoices.

What industries use proforma invoices?

Pro forma invoices are commonly used in various industries for different purposes. Some industries that commonly use proforma invoices include:

Constructing: Owners and managers in the construction industry can employ pro forma invoices to outline the costs associated with materials, labour, time, and additional expenses. This practice ensures transparency by providing a clear overview of the project’s expenses from the outset. Consequently, when the final invoice becomes payable, there is no room for confusion among the involved parties.

Manufacturing: Businesses involved in manufacturing often use proforma invoices to provide detailed overviews of potential purchases to their buyers before creating the actual invoice. This helps to ensure that both parties are in agreement about the terms of the sale.

Freelancers: Freelancers, particularly service-based businesses, may use proforma invoices to provide clients with preliminary estimates or quotes for the services they intend to provide.

Consulting: Most consultants are required to provide a breakdown of the services they have rendered to clients monthly. Proforma invoice templates make it easier to present an overview of their services and associated costs in advance.

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How to create a proforma invoice

Whether using invoicing software or text processing tools like Microsoft Word, the process involves completing various fields. Ensure your proforma invoice includes:

The term “Proforma Invoice”.
Your contact information.
Customer’s contact details.
Description of goods and services, including quantity and price.
Total prices.
Goods and Services Tax (GST) amount payable, if applicable.
Payment terms.

READ OUR GUIDE: Proforma invoice: What it is and how to use one (2024)

Why you should use our free proforma invoice template

Ease of use

Customisable to fit your business needs, our templates serve as negotiation frameworks and can be instrumental in securing financing or letters of credit.

Save time

Eliminate the need to create a new document every time. Our templates let you focus on running your business while swiftly filling in essential details.

Reduce the risk of errors

By concentrating on the necessary information, our templates guarantee clear and accurate representation, minimizing the risk of errors.

Proforma invoice template