Are you a merchant looking to keep track of your delivery and carry out fluid transactions? Then use a proforma invoice template in your daily business and increase productivity; it is a preliminary bill provided by the dealer or merchant to the customer, which contains details like description, quantity, the value of goods provided, shipping date and transportation charges. Because of the complexity of cross border trade, you will need a robust proforma invoice template, and that’s what will help you with in this guide.
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5 Steps to Write a Proforma Invoice
Step 1: Choose a Proforma Invoice Template Which Suits Your Business
There is a surplus of Proforma Invoices available on the internet, and we have shortlisted the best for you. Select a template, which fits your budget, style and most important one, which can be used to convey the details to your client with certainty.
Step 2: Enlist the Goods Provided Along with Their Cost
The initial step is to list down all the goods provided, along with their quantity and price per good. After calculating the total cost and the tax charged on it, also mention the amount of advance paid if any to place the order.
Step 3: Mention Clients’ Details
Your invoice ought to comprise of your clients’ details like the address and contact information to make sure that the delivery process is carried out effortlessly and so that the client can be easily contacted if any doubt arises. It’s always better to mention the registration/tax related numbers of the clients, particularly if your proforma invoice is for cross border trade.
Step 4: Calculate Freight
To make sure that no misunderstanding takes place and to prevent the fall out in trade, discuss the cost of transportation beforehand and inform the client if it will be charged extra on the total cost or will be provided by you. Clarity in freight details goes a long way in solving problems.
Step 5: Mention Shipping Details
Well, this is a necessity as the main use of a Proforma Invoice is to track of goods and assist the customer by providing him/her with details such as weight of the package, shipping date, cost of transportation and expected delivery date in an organized manner to boost customer relation.
9+ Proforma Invoice Templates
Premium Proforma Invoice Template
Do you want to be transparent with your clients to build trust and grow your business? Then use this sample proforma invoice template and provide your customer with shipping details, transportation charges, and taxes beforehand to prevent any misunderstanding. It can be edited as per your requirement with relative ease and is supported by Google Docs and Sheets.
Simple Proforma Invoice Template
Are you looking for a ready-made, easy to edit proforma template, which can be used to provide your customer with the shipping details? Look no further as this simple and professional template will do the job for you, and is available in all A4 and US letter sizes.
Basic Proforma Invoice Template
Corporate Proforma Invoice Template
This simple proforma invoice template is white and orange in color, which gives it a fresh look and will set you apart from your competitors. It is very easy to edit and can be used in a wide range of machines as it supports both MacOS and windows, making it easy to share it with your clients.
Basic Proforma Invoice Template
This is a simple and clean invoices template and consists of just the necessary details, nothing less, nothing more. It consists of a single table which supports excel formulas and functions making calculations easier. It supports a variety of formats including PDF, Google Docs, MS Word, MS Excel, Numbers, and Apple Pages.
Standard Proforma Invoice Layout
This invoice template is available in blue and white color and has all the necessary details along with the table. It is available in US letter and A4 sizes and consists of business standard fonts. It can be easily edited using Google Docs and Sheets. Download this template and put and end to your proforma invoice billing issues forever.
Modern Proforma Invoice Template
Are you looking for a free yet a very intricately detailed modern invoice template? Then this is the right choice for you, consisting of all the required information in a clean and professional format with the necessary tables to minimize your time in creating invoices and maximizing customer satisfaction with supreme ease.
Red/Black Vertical Proforma Invoice Template
This invoice template consists of black professional business standard fonts along with a red colored table and heading on a white background. It also consists of separate sections for senders and receivers address and contact information to augment efficiency. Information can be easily inserted using Microsoft Word.
Light Blue Editable Proforma Invoice Template
This is a basic and free template with light blue colored headings and black fonts. Being free of cost, it is ideal for start-ups and small merchants who do not have a large budget. If you are looking for a proforma template to store your transactions and provide your client with simple information then this is the one for you.
Professional Proforma Invoice Template
Are you looking for a free professional template, which just gets your work done without hurting your wallet? Well then, we have specially handpicked this simple and professional template for you, it will help you create simple invoices with adequate information and not cost a single buck.