{"id":34839,"date":"2025-12-02T08:44:01","date_gmt":"2025-12-02T03:14:01","guid":{"rendered":"https:\/\/mybillbook.in\/s\/?page_id=34839"},"modified":"2026-01-30T15:02:37","modified_gmt":"2026-01-30T09:32:37","slug":"proforma-invoice-format-excel","status":"publish","type":"page","link":"https:\/\/mybillbook.in\/s\/invoice-format\/proforma-invoice-format-excel\/","title":{"rendered":"Proforma Invoice Format In Excel"},"content":{"rendered":"

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<\/span>\n\t\t\t\tProforma<\/span> Invoice<\/span> Format<\/span> In<\/span> Excel<\/span>\t\t\t<\/span><\/h1>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space][vc_column_text]<\/p>\n
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Create accurate proforma invoices in Excel for quotes, advance payments, exports, and price confirmations\u2014clean layouts, readable taxes in INR, and consistent branding across branches.<\/span><\/strong><\/p>\n

Invoice format<\/a> provides editable proforma invoice templates in Excel (Simple, Advanced & Stylish)\u2014auto-calculate totals, show indicative taxes, add terms\/validity, and convert to a tax invoice when confirmed.<\/span><\/strong><\/p>\n<\/div>\n<\/div>\n

[\/vc_column_text][vc_empty_space][vc_row_inner][vc_column_inner width=”1\/2″]\n Download Free Formats<\/span>\n <\/a>[\/vc_column_inner][vc_column_inner width=”1\/2″]\n Try myBillBook Software<\/span>\n <\/a>[\/vc_column_inner][vc_column_inner][vc_empty_space][\/vc_column_inner][\/vc_row_inner][\/vc_column][vc_column css_animation=”none” width=”1\/3″ css=”.vc_custom_1710419875777{padding-top: 0px !important;}” offset=”vc_hidden-md vc_hidden-sm vc_hidden-xs”][vc_single_image image=”33668″ img_size=”full” alignment=”center”][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1705558822734{background-color: #ffffff !important;}”][vc_column][vc_column_text]<\/p>\n

<\/span>Proforma Invoice Format in Excel \u2013 Download & Use
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Build professional quotes in Excel\u2014auto totals, indicative GST, buyer details, HSN\/SAC, discounts, round-off, INR total, terms, and signature.<\/strong><\/p>\n

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\u00a0 \u00a0 \u00a0 Simple Proforma <\/b><\/span><\/h3>\n

\u00a0 \u00a0 \u00a0 \u00a0 Invoice <\/b><\/span>Format <\/b><\/span><\/h3>\n

[\/vc_column_text][vc_empty_space][vc_single_image image=”33669″ img_size=”full”][vc_empty_space][vc_btn title=”Simple Proforma Invoice Format in Excel” style=”custom” custom_background=”#4c3cce” custom_text=”#ffffff” align=”center” css=”.vc_custom_1756461849254{padding-left: 0px !important;}” link=”url:https%3A%2F%2Fmybillbook.in%2Fs%2Fsimple-proforma-invoice-format-in-excel%2F|target:_blank”][vc_empty_space][\/vc_column][vc_column width=”1\/3″ offset=”vc_hidden-md vc_hidden-sm vc_hidden-xs”][vc_column_text]<\/p>\n

\u00a0 \u00a0 \u00a0 Advanced Proforma <\/b><\/span><\/h3>\n

\u00a0 \u00a0 \u00a0 \u00a0 Invoice <\/b><\/span>Format <\/b><\/span><\/h3>\n

[\/vc_column_text][vc_empty_space][vc_single_image image=”33671″ img_size=”full”][vc_empty_space][vc_btn title=”Advanced Proforma Invoice Format in Excel” style=”custom” custom_background=”#4c3cce” custom_text=”#ffffff” align=”center” css=”.vc_custom_1756461903141{padding-left: 0px !important;}” link=”url:https%3A%2F%2Fmybillbook.in%2Fs%2Fadvanced-proforma-invoice-format-in-excel%2F|target:_blank”][vc_empty_space][\/vc_column][vc_column width=”1\/3″ offset=”vc_hidden-md vc_hidden-sm vc_hidden-xs”][vc_column_text]<\/p>\n

\u00a0 \u00a0 \u00a0 Stylish Proforma <\/b><\/span><\/h3>\n

\u00a0 \u00a0 \u00a0 \u00a0 Invoice <\/b><\/span>Format <\/b><\/span><\/h3>\n

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<\/span>Unlock Premium Proforma Invoice Formats in Excel<\/span><\/strong><\/span><\/h2>\n

[\/vc_column_text][vc_empty_space][\/vc_column][vc_column width=”1\/3″]\n Try myBillBook Software<\/span>\n <\/a>[\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1703058114563{background-color: #4c3cce !important;}”][vc_column][vc_column_text]<\/p>\n

<\/span>Features of myBillBook Proforma Invoice Format in Excel\u00a0<\/strong><\/span><\/span><\/h2>\n

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Invoice Conversion<\/b><\/span><\/h3>\n

Convert Excel proforma invoices into GST tax invoices with one click. Carry forward buyer, items, prices, and taxes automatically, eliminating duplicate entry and speeding billing.<\/span><\/p>\n

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Auto Calculations<\/b><\/span><\/h3>\n

Automatically compute CGST, SGST, IGST, and cess in Excel based on configured slabs. Reduce manual errors, ensure accurate totals, keeping every proforma itemised and compliant.<\/span><\/p>\n

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HSN\/SAC Ready<\/b><\/span><\/h3>\n

Pull HSN\/SAC codes from your item or service catalog directly into the proforma. Standardised classification improves reporting, pricing consistency, and future conversion to invoices seamlessly.<\/span><\/p>\n

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Customer Catalog<\/b><\/span><\/h3>\n

Auto-fill buyer and item details from saved masters\u2014addresses, GSTIN, units, rates, and discounts. Faster entry, fewer mistakes, and consistent proforma invoices across teams and branches.<\/span><\/p>\n

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Serial Numbering<\/b><\/span><\/h3>\n

Define financial-year proforma series with prefixes and auto-incrementing numbers. Maintain unique sequences per branch, support revisions, and simplify tracking, reconciliation, and audits across all locations.<\/span><\/p>\n

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PDF Sharing<\/b><\/span><\/h3>\n

Export Excel proforma invoices to PDF and share via WhatsApp or email. Preserve layout, fonts, and margins for legible documents your customers can approve quickly.<\/span><\/p>\n

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<\/span>What is Proforma Invoice Format in Excel<\/strong><\/span><\/h2>\n

A pro forma invoice is an invoice issued by a seller before the actual invoice is issued. It contains all the details of a tax invoice, but it is not a legal document, it is not added to the accounting books. A pro Forma invoice is a more formal version of a quotation.<\/p>\n

A pro Forma invoice template in Excel is a template that includes all required fields for entering the information needed to create a pro forma invoice. Whenever a seller wants to generate a pro forma invoice, they can use the template, enter the required details, print it, and hand it to the buyer. He can also share it electronically through email or Whatsapp.[\/vc_column_text][vc_column_text]<\/p>\n

<\/span>Sample of Proforma Invoice Format in Excel<\/strong><\/span><\/h2>\n

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.[\/vc_column_text][vc_empty_space][vc_single_image image=”33668″ img_size=”491×620″ alignment=”center”][vc_column_text]<\/p>\n

<\/span>Proforma Invoice Format in Excel \u2013 Fields to Include<\/strong><\/span><\/h2>\n

The following is a list of the fields to create in a proforma invoice format in Excel:<\/p>\n

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  1. Header \u2013 Proforma Invoice or Proforma Order<\/li>\n
  2. Seller\u2019s Company name, logo, Address, and contact details<\/li>\n
  3. Proforma Invoice number (not mandatory)<\/li>\n
  4. Date of issue<\/li>\n
  5. Prospective buyer\u2019s details \u2013 name, address, contact details<\/li>\n
  6. Description of products\/services<\/li>\n
  7. Validity of the invoice (Typically 30 \u2013 60 days)<\/li>\n
  8. Terms of sale, payment, and delivery<\/li>\n
  9. The certifications required (if any) by \u201cCustoms Authorities\u201d<\/li>\n
  10. Signature of the authorised personnel<\/li>\n<\/ol>\n

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    <\/span>Steps to Create a Proforma Invoice Format in Excel<\/strong><\/span><\/h2>\n

    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.<\/p>\n

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    1. Open a new Excel sheet<\/li>\n
    2. Using the sample proforma invoice format, create a table with the required rows and columns.<\/li>\n
    3. The fields must accommodate all the details required to create a proforma invoice.<\/li>\n
    4. Create fields to enter price, tax, discount and other numeric information.<\/li>\n
    5. At the footer, include additional information, such as payment terms, delivery instructions, payment options, etc.<\/li>\n
    6. Once you\u2019re sure that you have included all the required fields, save the template.<\/li>\n<\/ol>\n

      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.[\/vc_column_text][vc_column_text]<\/p>\n

      <\/span>Drawbacks of using Proforma Invoice Formats in Excel<\/strong><\/span><\/h2>\n

      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\u2019s a little tough to achieve. Even if you can do it, it requires a lot of hard work.<\/p>\n

      A better alternative to Excel invoice generation is using billing or invoicing software like myBillBook.<\/p>\n

      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\u00a0billing software, available as desktop and mobile apps, can generate GST invoices, quotations, sales returns,\u00a0delivery challans<\/a>, credit notes and the like.<\/p>\n

      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.<\/p>\n

      <\/span>How to Create Export Invoice Format in Excel<\/strong><\/span><\/h2>\n

      Follow the below-given steps to create an export invoice format in Excel.<\/p>\n

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      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.<\/li>\n
      2. Include a header row with the company\u2019s name, contact information, and a unique invoice number.<\/li>\n
      3. Include a section for the customer\u2019s information, including their name, address, and contact details.<\/li>\n
      4. Add a section for the shipping details, including the date of shipment, shipping method, and destination address.<\/li>\n
      5. Add columns for any taxes or additional charges that may apply to the invoice.<\/li>\n
      6. Make sure to include a calculation for the invoice total by adding up all the charges.<\/li>\n
      7. Add a footer with additional information, such as payment terms and instructions.<\/li>\n
      8. Save the document as a template for future use.<\/li>\n<\/ol>\n

        <\/span>myBillBook for Generating Export Invoices<\/strong><\/span><\/h2>\n

        myBillBook is a GST billing and accounting software tool that assists in creating polished and professional export invoices easily. Here are some advantages of utilising myBillBook:<\/p>\n