Free Proforma Invoice Template In Detail

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.

What is pro forma invoice?

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

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.

How to use

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.

Free Proforma Invoice Template is featured on the following hot pages.

Tip: Enlarge an image by clicking on it.

Free Proforma Invoice Template - Screenshots

The printed version of free proforma invoice template.

This is how free proforma invoice template will look like when you open it with Microsoft Excel.

The following Uniform Invoice Software version of Free Proforma Invoice Template should be used with Uniform Invoice Software installed.

Download Free Proforma Invoice Template

download

Download free proforma invoice template

Choose the format you like and download Free Proforma Invoice Template for free.

Uniform Invoice Software

Upgrade free proforma invoice template

Make Free Proforma Invoice Template a powerful invocing program.

Free Proforma Invoice Form PDF document

PDF Free Proforma Invoice Template

Free Proforma Invoice Template in PDF format.

Use Free Proforma Invoice Template with Uniform Invoice Software

Integrate Free Proforma Invoice Template with Uniform Invoice Software

Find out how to use Free Proforma Invoice Template with Uniform Invoice Software

Free Proforma Invoice Template Related Templates

Excel icon

VAT Invoice (Price Excluding Tax)

This vat invoicing template has 7 columns, "Description", "Price (excluding VAT)", "Quantity", "Total (Net)", "VAT", "Total (VAT)". The invoicing template is designed for the situation where prices include VAT tax. You specify VAT rate on the bottom of the invoice form. The amount of VAT of each invoicing item is calculated automatically and listed on the invoice body too.

Excel icon

Commercial Invoice Template

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.

Excel icon

Web Hosting Invoice Form

There are two columns on the invoice body within the print area. The 'Description' column is where you enter the hosting plan the client purchased. The 'Amount' column within the print area is for display purpose only - If the current billing item is not free, this 'Amount' column display the amount as usual, and if he current billing item is free, the column value will the Word 'Free'. You enter the actual 'Amount' value outside the print area, which is located near the right-side of the print area. The invoice template has only 6 lines, but added a payment slip to the bottom of the form. It is now added to InvoicingTemplates.com here.

Excel icon

Engineering Service Invoice Template

The invoice template has two columns within the print area, a description column and a total column. 'Payment Type' can be chosen from a dropdown list on the bottom of the invoice form. The invoice template support 'change order' - if an item on the invoice form has the word 'change order' within the 'description' field, the grand total of the will become the total of the line with the word 'change order' appears.

Excel icon

VAT Service Invoice Form

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.

Excel icon

Hotel Invoice Template

This free invoice template offers a sample of guest invoice and bill format for hotels. There are 7 columns on the invoice body: room#, name, and check in, check out, #of nites, price/nite, and line total. On the invoice heading section, you can enter your own hotel/motel information, including hotel name, hotel street address, hotel city and prov., hotel country and postcode, hotel phone number and fax number, hotel toll-free number, hotel email address and web site.