Proforma Invoice Format in Excel

A proforma invoice is a type of invoice issued by a seller before providing the actual invoice. It contains all the details of a tax invoice but is not a legal document hence it is not added to the accounting books. A Proforma invoice is a more formal form of a quotation.

A Proforma invoice format in Excel is a template created in Excel with all the required fields to enter the necessary information to create a proforma invoice. Whenever a seller wants to generate a proforma invoice, he can simply use the template, enter the necessary details, take a print and hand it over to the buyer. He can also share it electronically through e-mail or Whatsapp.

Sample Proforma Invoice Format in Excel

A sample proforma invoice format in Excel is here for free download. You can use this sample invoice directly, make a copy of it and use it whenever necessary. When required, make a copy of the invoice format, fill in the empty fields, save it with a different name and use it either as a print or a soft copy.

Proforma Invoice Format in Excel – Fields to Include

The following is a list of the fields to create in a proforma invoice format in Excel:

1. Header – Proforma Invoice or Proforma Order
2. Seller’s Company name, logo, Address, and contact details
3. Proforma Invoice number (not mandatory)
4. Date of issue
5. Prospective buyer’s details – name, address, contact details
6. Description of products/services
7. Validity of the invoice (Typically 30 – 60 days)
8. Terms of sale, payment, and delivery
9. The certifications required (if any) by “Customs Authorities”
10. Signature of the authorised personnel

Steps to Create Proforma Invoice Format in Excel

If you want to create a proforma invoice template in Excel from scratch, you can follow the steps mentioned here. However, you need to have free access to Microsoft Excel sheets to create the format.

1. Open a new Excel sheet
2. Using the sample proforma invoice format, create a table with the required rows and columns.
3. The fields must accommodate all the details required to create a proforma invoice.
4. Create fields to enter price, tax, discount and other numeric information.
5. At the footer, include additional information, such as payment terms, delivery instructions, payment options, etc.
6. Once you’re sure that you have included all the required fields, save the template.

Whenever you wish to create a proforma invoice, make a copy of the saved template, enter the details in the empty fields, save it with a different name and use it.

Drawbacks of using Proforma Invoice Formats in Excel

One major disadvantage of using proforma invoices in Excel is that you cannot customise the invoices or use advanced effects. Also, invoice creation takes a lot of time and effort as everything needs to be done manually. Small customisations are possible, but if you require major changes with respect to design and look, it’s a little tough to achieve. Even if you can do it, it requires a lot of hard work.

A better alternative to Excel invoice generation is using billing or invoicing software like myBillBook.

myBillBook is a cloud-based billing and accounting software that helps small and medium businesses generate invoices within a few clicks. Users can simply enter the information in the required fields, and the invoice will be ready in a few seconds. Not just proforma invoices, the billing software, available as desktop and mobile apps, can generate GST invoices, quotations, sales returns, delivery challans, credit notes and the like.

Download myBillBook on your mobile today and enjoy a free trial for 14 days. Experience the app in real-time and if you like it, subscribe to get full access to all its billing and accounting features.

How to Create Export Invoice Format in Excel

Follow the below-given steps to create an export invoice format in Excel.

1. Start by opening a new Excel document and creating a table with appropriate columns for the invoice information, such as item description, quantity, unit price, and total amount.
2. Include a header row with the company’s name, contact information, and a unique invoice number.
3. Include a section for the customer’s information, including their name, address, and contact details.
4. Add a section for the shipping details, including the date of shipment, shipping method, and destination address.
5. Add columns for any taxes or additional charges that may apply to the invoice.
6. Make sure to include a calculation for the invoice total by adding up all the charges.
7. Add a footer with additional information, such as payment terms and instructions.
8. Save the document as a template for future use.

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• User-friendly interface
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FAQs about Proforma Invoice Format