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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.
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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
Choose the format you like and download Free Proforma Invoice Template for free.
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Free Proforma Invoice Template in PDF format.
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The free Work Order Template helps you itemize services performed and create professional work order document in an easy and quick way. The template provides a form in Excel spreadsheet format, which means it is highly customizable. You can use it to detail customer and service information, such as service orders, repair orders, job orders. The work order form calculates line totals, grand total and taxes are calculated automatically.
This free sample invoice template implements a feature that allows you to charge different tax rates based on the type of an invoicing item - for example, one tax rate for labor and another tax rate for general items (products). The type of an item can be selected from a dropdown list, the Excel formulas implemented in the template check the type, and apply correct tax rate to the current item. The template then calculates all the line totals, subtotal, tax total and grand total, all done in an automated way. You might think this type feature could be hard to find even in some complicated invoicing programs, but with Excel it is done without a line of programming code. This is another good example of how to fulfill your special business requirements by using Excel-based invoicing.
Medical Invoice Template / Medical Billing Template are designed specially for small medical practice businesses, especially for those who offer medical care for infants, children and adolescents. On the body of the invoice form, the medical invoice form / medical billing form details not only the billing items, but also insurance etc.
The discount column on the invoice body are titled with '%Discount'. As you can see, the discounts you entered here are formatted and seen as percentags. For example, if quanity is 10, unit price is 20, '%Discount' is 5, then the line total is 190. All the calculations within the free invoice template are done with Excel formulas. You may also like to see: Template with Discount Amount Column and Template with Discount Column without Client.
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.
If you are running a gold shop or jeweler shop for selling gold products, try this free invoice template or receipt template. Per the business requirements, the form does not use the 'Bill To' and 'Ship To' sections, and all these fields are moved out the print area. Outside the print area there is a 'Rate' field with which you can specify the gold rate of the day, and a 'making charge' column, which is added to the line total. A 'Discount' field is also placed on the bottom of the invoice form, where you can specify the discount for the total order.