What is Proforma Invoice Template

A Proforma Invoice Template is a pre-designed and standardised format or layout used for creating Proforma Invoices. It serves as a ready-made document that businesses can use to generate Proforma Invoices easily, quickly and consistently. The template includes predefined sections and fields to enter the required information, such as the seller’s details, buyer’s details, description of goods or services, quantities, prices, payment terms, etc.

Proforma Invoice templates can be customised to include specific company information, such as logos and colours, while retaining the standard layout. They are commonly used in various industries, including international trade, to provide potential buyers with a clear estimate of costs and terms before finalising a transaction.

Sample Proforma Invoice Format

There’s no standard industry guideline dictating the proforma invoice format – it may even look like a sales invoice. However, businesses must have a standard proforma invoice format to make it consistent across all business transactions. Here is a sample proforma invoice format or template for your reference.

Contents to include in a Proforma Invoice Template

• Company name and contact information
• Customer or client name and contact information
• Shipping information
• Item names
• Item descriptions
• Price per unit
• Total cost per line item
• Total invoice cost
• Invoice expiration date

Proforma Invoice Format in Word

You can create a proforma invoice format using MS Word, as it allows flexibility in design and customisation while maintaining a consistent structure. Using proforma invoice format in Word, businesses can include their branding elements, adjust fonts and colours, and add specific information to tailor the proforma invoice to their needs. Ultimately, a proforma invoice format in Word simplifies the process of generating proforma invoices and ensures that they are presented in a clear and professional manner.

For detailed information on proforma invoices in Word, how to create one, and a sample proforma invoice format in Word, refer to this page on Proforma Invoice Format in Word.

Proforma invoice format in Excel

Excel is another powerful tool that allows you to create proforma invoices with ease. A proforma invoice format in Excel comes with an add-on advantage of calculation capabilities. This means you can add formulas to the proforma invoice format in Excel, which will automatically calculate the totals or add dates to the invoice. Businesses can create proforma invoice template in Excel for efficient organisation and easy updating of proforma invoices.

For detailed information on proforma invoices in Excel, how to create one, and sample proforma invoice format in Excel, refer to this page on Proforma Invoice format in Excel.

How to Create Proforma Invoice Using myBillBook?

To create a Proforma Invoice in myBillBook, follow these steps:

• Open myBillBook and log into your account using the credentials.
• In the main dashboard, under the sales option, select proforma invoice.
• Now, enter business details such as name, address, and contact details.
• Fill in customer details such as the customer’s name, address, and contact details.
• Next, fill in the invoice details, such as the invoice number, due date, payment terms, and purchase order number.
• Add the quantity, unit price, descriptions of the products or services, and quantities offered.
• Now select the applicable tax. 
• Add any shipping charges, handling fees, or other additional charges 
• The software automatically calculates the total amount
• Verify the total amount due, including the subtotal, taxes, and additional charges.
• Include payment methods accepted, account details (if needed), payment terms, and specific terms and conditions.
• Now, review the Proforma Invoice for accuracy.
• You can download, print or share the proforma invoice to your clients.