This free proforma invoice template provides an easy to use and professional proforma invoice format in Microsoft Excel format. The proforma invoice form helps you create and send pro forma business document in advance of a commercial invoice. Download this printable invoice template for free and see if it meets your business requirements. Note that this template is also available on InvoicingTemplates.com at Proforma Invoice Template.
A preliminary or estimated bill of sale provided by a supplier to a buyer in advance of a shipment or delivery of goods or service. It notes the kind and quantity of goods, their value, and other important information such as weight and transportation charges. Pro forma invoices are commonly used as preliminary invoices with a quotation, or for customs purposes in importation. They differ from a normal invoice in not being a demand or request for payment.
A proforma invoice is not a true invoice - it is simply a document that declares the seller鈥檚 commitment to provide the goods or services specified to the buyer at certain prices. Proforma invoices are not recorded as an accounts receivable by the seller nor are they recorded as an accounts payable by the buyer.
Simply, a 'Proforma Invoice' is a Confirmed Purchase Order where buyer and Supplier agree on the Product Detail and cost to be shipped to buyer. A proforma invoice is generally raised when the seller is ready for dispatching the material but he wants to ensure that the payment is being sent before dispatch. It is used to create a sale and is sent in advance of the commercial invoice. The content of a pro forma invoice is almost identical to a commercial invoice and is usually considered a binding agreement although the price may change in advance of the final sale.
According to the HMRC, proforma invoices are not VAT invoices, and therefore should be marked with the words 'This is not a VAT invoice'. If the recipient accepts the goods or services offered in the proforma invoice and you in turn supply them, then you must issue a proper VAT invoice within the appropriate time limit.
The format of the free proforma invoice form differs from the other free invoice template designed here by uniformsoft.com in many ways.
On the top-left corner there is a logo image. This is a place holder image that you can replace with your own logo or delete it completely. Next to the logo image is your business information, where you should detail your company name, address, city, state and zip, and phone number etc. On the right hand, there are fields for invoice date, invoice #, date of expiry, customer #, and sales representative name.
The next section details the customer information and shipping information. It is similar to most free invoice templates designed by us at uniformsoft.com.
The ' SHIPPING DETAILS' section includes many unique fields that cannot be found on most sales invoice templates here. The fields are: purchase order #, purchase order date, letter of credit, currency, payment term, estimated ship date, mode of transportation, transportation terms, number of packages, estimated gross weight, estimated net weight, and carrier.
The invoice format implements 7 columns within the printable area of the invoice body. They are item #, description, quantity, unit price, taxable, and unit of measure (UOM). Note that the first 5 columns can be found on many general sales invoice templates here, but 'taxable' and 'unit of measure' are two unique columns. The 'taxable' column is a checkbox column. If you check the box on a line, the line total of the current item is added to the 'taxable subtotal' on the bottom of the invoice form.
There are several new fields added to the invoice bottom too. The 'taxable subtotal' calculates the sum of all the line totals where the 'taxable' options are checked. 'Insurance', 'legal/consular' and two 'other' fields are manually editable. The 'total' field, as always, calculates all the payable items on the invoice form automatically.
The free proforma invoice template might meet the requirements of many business types. You can also use it as a sample and create a new template based on it. In case you need to do further customizations, first unprotect the Invoice worksheet. For example, you can move the cells and put them in the new locations you like. To do this, push your mouse button on the border of a selected cell or a group of selected cells, drag it to a new location.
The template itself does not generate PDF format document. If you need, you can download one of the free programs that work with Microsoft Office/Excel, such as PrimoPDF. Once the PDF program is installed, creating a PDF document is as easy as issuing a print command in Excel.
Tip: Enlarge an image by clicking on it.
Free Proforma Invoice Template
This is how free proforma invoice template will look like when you open it with Microsoft Excel.
Free Proforma Invoice Template freeware version
The following Uniform Invoice Software version of Free Proforma Invoice Template should be used with Uniform Invoice Software installed.
Free Proforma Invoice Template for Uniform Invoice Software
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Free Proforma Invoice Template in PDF format.
Find out how to use Free Proforma Invoice Template with Uniform Invoice Software
If you are running small computer retail or repair shop, this invoice template can help you create professional invoices easy and quick. On the center of the form it defines the print area, which is the invoice form printed when you execute the print command in Excel. On the print area, you can find spaces for invoice#, invoice date, customer information (the "Bill To" area), and a section for you to enter your company slogan or service term. On the invoice form body part, you can list all the service performed, as well as all the goods sold. Each item on the invoice body has a "Taxable" checkbox assigned to it. Check the "Taxable" box to have the template calculates tax for the current item; uncheck it to exclude it from tax calculation. The invoice template also has other formulas created for you to calculated line totals, subtotal, total, tax and balance automatically.
On the top of the invoice the form shows your company information and the big word 'INVOICE'. Following it there is a customer section located on the left (usually titled with 'Bill To' in the templates available on Uniform Software - but this type of static text can be changed easily - you can simply type in your own labels to replace the existing one.) At the right hand there are fields for 'VAT REG #', 'Tax Date', 'Invoice Number', 'Purchase Order #', 'Payment Term' and 'Due Date'. On the invoice detail section there are 4 columns inside the print area, i.e. 'Description', 'Price', 'VAT' and 'TOTAL'. Since this invoice template is designed for service business, the 'Quantity' column is fixed to '1' and located outside the print area. Another feature of this invoice template is that it allows you to specify VAT Rate for each item (again, outside the print area). If your items are always at the same vat level, you can fill in the VAT Rate column and lock this column of values.
Commercial Invoice Template offers a blank commercial invoice form that helps you create commercial invoice, bill of sale or receipt in an intuitive way. The commercial invoice template contains required information for a Customs and Border Protection (CBP) Officer to determine if the goods being imported are admissible, and if so, what the correct Harmonized Tariff Schedule (HTS) classification and rate of duty should be.
Solid Surface Firm Estimate Form is also called quotation, value bill, bill of estimate, estimate format or estimate form. It provides a printable blank form for you to create beautiful estimate document in a what-you-see-is-what-you-get creator. Sometimes this type of business document is also called evaluation sheet, valuation form, skeleton invoice, estimate sheet.
This is another sample invoice form that is created from general sales invoice template. There are two columns on the invoice body within the print area, 'Description' and 'Amount', both are editable. The most interesting part regarding this free invoice format is that the 'Total' section (i.e. the summary section) was moved to the heading section of the invoice form, where we usually find the 'Shipping Address'. We cannot say which layout is the better one - to put the summary on the bottom, or to put the summary on the heading - what we can say is that, this is just a different invoice format.
A freight invoice is also called shipping invoice, freight bill or carrier's invoice, freight bill of lading, and it details the freight charges applicable to a shipment. This freight invoice template is a blank freight invoice form that helps you create freight invoices with easy and quick. It can be used as a trucking invoice template or trucking invoice form.