FREE 35+ Proforma Invoice Samples in MS Word | Google Docs | Google Sheets | Excel | Numbers | Pages | PDF

An invoice is an official document used to keep a record and support a transaction between two individuals or businesses. Creating an invoice starts with establishing an agreement between two parties to purchase goods or services. One of the many types of invoices is proforma invoices which is a quote written in an invoice format that is used to make a request payment from a buyer before the purchased goods or availed services are delivered or provided.

An invoice is an official document used to keep a record and support a transaction between two individuals or businesses. Creating an invoice starts with establishing an agreement between two parties to purchase goods or services. One of the many types of invoices is proforma invoices which is a quote written in an invoice format that is used to make a request payment from a buyer before the purchased goods or availed services are delivered or provided.

35+ Proforma Invoice Samples

1. Proforma Invoice Template

2. Free Simple Proforma Invoice Template

3. Blank Proforma Invoice Template

4. Sample Proforma Invoice Template

5. Basic Proforma Invoice Template

6. Return Proforma Invoice Template

7. Standard Proforma Invoice Template

8. Proforma Invoice Checklist Template

9. Formal Proforma Invoice Template

 10. Quotation Proforma Invoice Template

11. Specimen Proforma Invoice Template

12. Proforma For Issuance Tax Invoice Template

13. Pet Proforma Invoice Template

14. Proforma Invoice For Agent Commissions Template

15. Proforma Invoice Example

16. Quote Proforma Invoice Template

17. Proforma invoice and Declaration of Contents Template

18. Simple Proforma Invoice Template

19. Proforma Invoice For Books Template

20. Cargo Proforma Invoice Template

21. Proforma Invoice in PDF

22. Proforma Invoice Request Form Template

23. Commercial Proforma Invoice Template

24. Printable Proforma Invoice Template

25. Proforma Invoice of Poly Solar Panel Template

26. Engineering and Infrastructure Proforma Invoice Template

27. Proforma Invoice Format

28. Subscription Proforma Invoice Template

29. Customs Brokers Proforma Invoice Template

30. Request for Proforma Invoice Template

31. Proforma Invoice Order Form Template

32. Draft Proforma Invoice Template

33. Global Logistics Proforma Invoice Template

34. Confidential Proforma Invoice Template

35. Free Proforma Invoice Template

36. Proforma Invoice in DOC

What is a Proforma Invoice?

A proforma invoice serves as an agreement of trust between a seller and the buyer that states terms and conditions such as payment terms, the quantity of purchased product, description of availed services, and more. However, unlike sales invoices, the proforma invoice has no invoice number which makes it ineffective for accounts payable. This invoice is sent when a client has committed to purchase from a seller.

How to Create a Proforma Invoice

Proforma invoices are bills that businesses provide their customers to outline the expenses in their formal agreement. This type of invoice is essential for companies or businesses that ship products, especially if they are shipping internationally. It also enables an easier international shipping experience because customs can refer to the proforma invoice to make an estimation of the products’ costs.

Step 1: Determine the Costs

Start by determining the cost of each item you will be including in your proforma invoice. It involves analyzing all the costs that you will have to charge the purchaser with. Make sure to include additional costs that come with exporting the products such as taxes, customs fees, and more.

Step 2: List Down All the Items

After creating a document or choosing a template for your invoice form, list all the items. Make sure that you have included detailed, completed, and accurate information about each item such as their quantity and a brief description of the product.

Step 3: Include Your Terms and Conditions

The proforma invoice can also include your terms and conditions such as the type of currency your client should use. This will ensure that your invoice is clear to both you and your client, enabling you to come to a formal agreement with them. Add your signature in the space provided in the invoice and send it to your client.

Step 4: Communicate with Your Customer

Once you have sent the proforma invoice to your client, reach an agreement with them. After both parties have agreed on the quoted amount in the invoice, the seller can now create a regular invoice and send it to their buyer.

FAQs

Proforma invoices are formal documents but do not carry the same legal weight as a sales invoice, therefore, they should not be used for accounting purposes or to bind contract agreements. This document is sent to the client when they have expressed their commitment to purchasing your product or service and once the details have been confirmed can lead to an official invoice.