How to Create a Proforma Invoice [9+ Templates to Download]

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Invoices are one of the most important business documents since they reflect sales numbers. Likewise, their creation requires careful thought. And in this article, we share examples of and tips on making well-designed and functional proforma invoices to help your business put the best forward through your invoice design.

106+ FREE INVOICE Templates - Download Now Adobe PDF, Microsoft Word (DOC), Microsoft Excel (XLS), Adobe Photoshop (PSD), Google Docs, Adobe InDesign (INDD & IDML), Apple (MAC) Pages, Google Sheets (Spreadsheets), Microsoft Publisher, Apple (MAC) Numbers, Adobe Illustrator (AI)

5 Steps To Make a Proforma Invoice

A proforma invoice is a bill or document reflecting an estimate of the sale of products or services. They are sometimes known as quotations or preliminary business invoices.

And shared below are the steps to creating a good proforma invoice. Study each step well.

Step 1: Determine what information to include on your invoice.

To create a good proforma invoice, you must first decide on what specific information to write in your invoice form. To illustrate, most proforma invoices will include the seller’s business information (company name, address, POS serial number, etc), the buyer’s information, and a table where the purchased items will be listed.

Step 2: Choose an invoice layout format.

Most invoices follow the same format. But if you want your company’s proforma invoices to look professional, you need to create or follow a layout format reflects this characteristic.

Step 3: Download a ready-made invoice template.

Next, download a ready-made proforma invoice template. You may choose from any of the free and premium templates included in this article. Or, you may find a template online. Choose an invoice design that matches your brand image.

Step 4: Customize the template.

Then start editing your downloaded invoice template. Incorporate your company or business logo and letterhead designs. Update all business information to match your own. Proofread the file and then save the final design file on your computer or on a flash drive.

Step 5: Print out on high-quality paper.

The last step is to print out the invoice template. You may use your home or office printer. Or, if you intend to print out boxes of invoices, it is best to go to your local print shop. They can arrange for bulk printing.

9+ Proforma Invoice Templates

Embedded below are multiple examples of free and premium proforma invoice templates. Check out each template design and determine which one best suits your business needs.

1. Basic Proforma Invoice Template

basic proforma invoice template2
Details
File Format
  • Google Docs
  • Google Sheets
  • MS Word
  • MS Excel
  • Apple Pages
  • Numbers

Size: A4 & US

Download

Download and use the Basic Proforma Invoice Template (shown above) if you want all your business stationery to reflect the same branding design elements. This service invoice template may be customized to match the needs of both small and large businesses. Don’t forget to add your official company logo design when using this printable template.

2. Proforma Invoice Template

proforma invoice template1
Details
File Format
  • Google Docs
  • Google Sheets
  • MS Word
  • MS Excel
  • Apple Pages
  • Numbers

Size: A4 & US

Download

Proforma invoices act as a preliminary sales document for business. And for this document to exude as much sense of authority as possible, use the Proforma Invoice Template featured above. By using this template, listing down different purchased products or services will be easier thanks to a pre-formatted table.

3. Simple Proforma Invoice Template

simple proforma invoice template2
Details
File Format
  • Google Docs
  • Google Sheets
  • MS Word
  • MS Excel
  • Apple Pages
  • Numbers

Size: A4 & US

Download

Choose the Simple Proforma Invoice Template (pictured above) if you prefer invoices that sports a minimalist design. This template is pre-formatted with a section for business owners (or their representatives) to fill out the customers’ name and a separate section for listing down the purchased items and their prices.

4. Free Proforma Invoice Template

free proforma invoice template
Details
File Format
  • MS Excel
  • MS Word

Size: A4 & US

Download

Try out the Free Proforma Invoice Template (embedded above) if you are operating a logistics company. The template organizes everything in tables and boxes to make the entire document easier to read. This basic proforma invoice template may also be used by online stores or businesses who ship their purchased products to customers.

5. Free Simple Proforma Invoice Template

free simple proforma invoice template
Details
File Format
  • Google Docs
  • Google Sheets
  • MS Word
  • MS Excel
  • Apple Pages
  • Numbers
  • PDF

Size: A4 & US

Download

Need a simple invoice template design? Look no farther than the Free Simple Proforma Invoice Template pictured above. Use this invoice design if you want the list of products or services and their corresponding prices to be front and center on the document.

6. Free Sample Proforma Invoice Template

free sample proforma invoice template
Details
File Format
  • Google Docs
  • Google Sheets
  • MS Word
  • MS Excel
  • Apple Pages
  • Numbers
  • PDF

Size: A4 & US

Download

Pick the Free Sample Proforma Invoice Template (featured above) if you are on the market for a well-designed yet simple invoice design. When customizing this template, make sure that you add accurate information about your company. This helps you save time in filling out the form every single time a purchase is made.

7. Excel Proforma Invoice Template

Details
File Format
  • MS Excel

Size: 27 KB

Download

Need an Excel invoice template? Then, you will love the Excel Proforma Invoice Template. The template is fully printable so you do not have to worry about the document’s formatting after its printed. You may also send out your proforma invoices in MS Excel format if your company prefers paperless billing.

8. Modern Proforma Invoice Template Package

modern proforma invoice template packageDownload

Most cities and countries require businesses to include certain elements or information in their invoices to make them valid business documents. The Modern Proforma Invoice Template Package (pictured above) is a good base template since it follows this basic rule. Feel free to add or remove some design elements depending on your local business code.

9. Sample Proforma Invoice Template

sample proforma invoice templateDownload

The Sample Proforma Invoice Template (embedded above) sports a design theme that perfectly combines simplicity and professionalism. This PSD invoice template comes with pre-formatted tables showing item description, quantity, unit price, and total.

10. Tally Proforma Invoice Template

tally proforma invoice templateDownload

Show your clients that you mean business when you use the Tally Proforma Invoice Template featured above. This editable PSD invoice template comes with five color options (yellow, purple, light blue, pastel pink, and pastel green). To further personalize this invoice, make sure to add your company letterhead or logo design.

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