Invoice serves as a demand for payment. It is a record of transaction given by the seller prior to the payment of the consumer. Clarification on what the customers are paying for is one importance of invoice that is considered on why they are usually requested, given, or kept.

Here we will show you samples of generating invoice in Excel, PDF, and Word as well as the difference between proforma and commercial invoice. We will also give tips on how to prepare a proforma invoice and why you need it. There are available samples that show you different proforma invoice.

Professional Service Proforma Invoice

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  • DOC

Size: 8 KB

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Pro Forma Invoice Format in Excel

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  • XLS

Size: 10 KB

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Commercial Proforma Invoice

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  • PDF

Size: 64 KB

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Why Do We Need Proforma Invoice?

Here are invaluable points to take note:

  • As mentioned above, this provides a breakdown on the products and items that the customers are about to pay. This is sent before any shipment of item has been made.
  • It is great for record-keeping to track stocks and the earnings of the company.
  • An impression of professionalism. You will be able to gain the client’s trust by being transparent on what they are paying for.

 

It is beneficial for businesses to prepare a blank invoice ready to be used and a sample commercial invoice that anyone could easily follow when needed.

Tips on How to Prepare a Proforma Invoice

  • Write or type your business information on the the spreadsheet or document.
  • Create  original invoice numbers or codes for each item.
  • Write the date of the invoice. This will also make the payment time less for the clients.
  • Don’t forget to write the description of each item, materials used, quantity, and the services rendered.
  • Add up the total of the items and/or services provided.
  • In addition to the prices, include the sales tax for all the taxable items or services.
  • Supply payment terms.

 

There are sales invoice samples available that are easy to follow and could serve as guide.

Proforma Invoice Sample

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  • DOC

Size: 74 KB

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Generic Proforma Invoice Form in PDF

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  • PDF

Size: 45 KB

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Difference between Pro forma Invoice and Commercial Invoice

Proforma invoice is a pre-shipment written document that contains the unit prices, qualities, total price of the goods to be paid by the consumer. It also includes the different mode of payments available, and the additional charges or taxes of item or services rendered by the company. On the other hand, commercial invoice is used to record the accounts receivable and payable for the accounting record. This is given once items are paid. In foreign trade, it is used in customs to declare that the item is imported.

It is good to write a draft invoice first that will serve as a mock file before the final invoice is sent. Generic invoice samples are available to serve as your guide for making invoices.

With the knowledge that you have right now about invoices, you can now make your very own. Our samples are available either in PDF, Excel, or word, which makes them easy to use and edit to your specifications and needs. What are you waiting for? Download now!

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