Are you a merchant looking to keep track of your delivery and carry out fluid transactions? Then use a proforma invoice 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. A proforma invoice is a vital document for anybody involved in the export business, because this document declares the nature and value of the goods crossing a country’s borders. Naturally, you need a dependable proforma invoice that complies with the minimum information declaration requirements of the law.
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.
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. Ideally, if your freight component is a sum of other components, declare all those values clearly here.
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. Next up we will show you some dependable proforma invoice templates for your export business.
7+ Proforma Invoice Templates
1. Premium Proforma Invoice Template
Do you want to be transparent with your clients to build trust and grow your business? Then use this pro forma 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.
2. Simple Proforma Invoice Template
Are you looking for a ready-made, easy to edit the template, which can be used to provide your customer with the shipping details? Look no further as this simple and professional sample proforma invoice template will do the job for you, and is available in all A4 and US letter sizes.
3. 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.
4. Basic Proforma Invoice Template
This is a simple and clean invoice 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. Download int he format that’s most suitable to you, with ease.
5. Modern Proforma Invoice Template
Are you looking for a free yet a very intricately detailed professional 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. Pretty much everything you may need to add to a proforma invoice, can be easily added using the preset format.
6. Red and Black Vertical Proforma Invoice Template
This 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 the Microsoft Word template. You could easily replace the DHL logo on the invoice and add your own business’ logo.
7. Light Blue Editable Proforma Invoice Template
This is a free and basic invoice 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 template to store your transactions and provide your client with simple information then this is the one for you. The layout is mostly black and white with just a hint of blue to lend some life to the invoice.
8. Professional Proforma Invoice Template
Are you looking for a free template, which just gets your work done without hurting your wallet? Well then, we have specially handpicked this simple and professional proforma invoice template for you, it will help you create simple invoices with adequate information and not cost a single buck.