Proforma invoice template: free samples for Excel and Word
A Proforma invoice is a document that is issued by the supplier to the buyer to confirm the commitment to sell goods for a certain price and at certain terms. This type of invoice is not used for accounts receivable / accounts payable and does not replace commercial invoice. Proforma invoice is sent to the buyer before the commercial invoice. It acts like a quotation and it is otherwise known as a preliminary invoice. It acts as a binding agreement and creates the sale. If there are no changes to price, quantity, or terms the content of commercial invoice that will follow the proforma invoice, will be pretty much the same. However it is not uncommon that the final sale is different from what was quoted in the proforma.
A proforma invoice contains all the details of the importer and the exporter and also about the goods involved in the transaction. The details about the goods usually will include the descriptions of the items sold, number of units, commodity codes of the items, price per unit of each individual item and the total costs. The invoice might also include such information as the number of packages to be delivered, type of packaging, units of Measure, and unit weight.
Below you will find a number of templates that will help you in creating different types of professional proforma invoices.
Proforma template samples
This is one of our most popular proforma templates. The design is very simple and professional; it includes main components one expects to see in such invoice:
Shipper’s name and address
Receiver’s name and address
Mode of transport details
Number of packages and weights
Items with description, price, and quantity
Tax rate, shipping and handling rate
If your business requires additional fields (i.e. discounts, terms of service and payment, estimated shipping date and validity date), you can easily modify this template to suit your needs.
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This invoice can be used as both proforma and commercial invoice for product import / export. Includes information about the shipment of products from one place to another: products transported, shipping details, and the number of packages.