Pro-Forma Invoice Template

Download the pro forma invoice template to establish a written commitment between two parties for the exchange of goods or services for a specified price. These are helpful when the seller wants to know that the payment is being made before services are completed and for both parties to know what goods are being exchanged to avoid later disagreements.

How to Make in Adobe PDF and Microsoft Word

Step 1 – Download in Adobe PDF (.pdf) or Microsoft Word (.doc).

Step 2 – At the top, enter the date and number of the invoice. Then include your company’s name/your name, your address, and phone number.

Step 3 – Sent To – Include the recipient’s shipping address here, with name and phone number. To the right, enter the airway bill number and information if shipping with an airway bill.

Step 4 – Description of Goods – Here, describe each type of good in the shipment, its quantity, price per unit, associated shipping fees and taxes, and combine the figures in each row to enter totals in the right column. Add each figure in the right column to reach the total due.

Step 5 – Enter the type of currency you want to be paid in to the left, and indicate the transportation terms and reason for export at the bottom.

How to Make in Microsoft Excel

Step 1 – Download in Microsoft Excel (.xls).

Step 2 – Begin by entering your company’s name at the top, followed by its address and other contact information. Then enter the invoice number, date, expiration date, and the customer’s ID at the right.

Step 3 – Customer/Ship To – Here, write the customer’s name, company name, and contact information, and then enter the name and address for where the goods will be sent. Complete the shipping info to the right, including shipping date, number of packages, and so on.

Step 4 – Description Table – Describe each type of good being sent on a separate row. Include the part number and unit of measure (e.g., bundle, roll, etc.) to the left. Then enter the quantity and unit price to the right along with the tax for each to get the total for each row on the right. The figures in the right column will total to give you the subtotal. Include any taxes, shipping fees, and other charges to reach the grand total the customer owes.

Step 5 – Terms and Other Comments – Include any payment terms such as the form of payment you want the customer to use. Include the export and shipping port details below, and then certify the invoice’s information by signing and dating at the bottom.