Free Proforma Invoice for Client Approval Template & AI Invoice Maker

A Proforma Invoice for Client Approval built with Template.net's AI-powered invoice builder is a sales document structured as itemized lines with quantity, unit price, and total, plus invoice number, issue date, due date, payment terms, and a totals block showing subtotal, tax, and total amount due. It is used by businesses, freelancers, contractors, and professionals to bill client orders for approval before final sale, including product sales, packaging, shipping, warranties, and support services.

A Proforma Invoice for Client Approval built with Template.net's AI-powered invoice builder is a sales document structured as itemized lines with quantity, unit price, and total, plus invoice number, issue date, due date, payment terms, and a totals block showing subtotal, tax, and total amount due. It is used by businesses, freelancers, contractors, and professionals to bill client orders for approval before final sale, including product sales, packaging, shipping, warranties, and support services.

How to Create a Proforma Invoice for Client Approval for Free?

Creating a professional Proforma Invoice for Client Approval is quick and straightforward.
  1. Customize a Free Template
    Start with this free editable and printable proforma invoice template and personalize it for product sales, packaging, express shipping, or extended warranty service. (or )
  2. Generate an On-Brand Proforma Invoice for Client Approval with AI
    Describe the sold products and services or upload your existing rate card, and AI builds the actual editable invoice itself, with itemized lines named like product a and express shipping, showing fixed amounts for quantities and calculating unit prices, subtotal, and tax on the subtotal.
  3. Edit in the HTML5 Editor
    Adjust the invoice number, issue and due dates, payment terms, sender and client blocks, itemized product table, subtotal line, tax line, total amount line, and footer credit line, plus the footer credit line: Invoice Templates @ Template.net.
  4. Download a Printable PDF
    Download the completed bill as a printable PDF for client delivery, approval, or your own accounting records.

Proforma Invoice for Client Approval Line Items and Pricing Units

This template starts with product a and product b, and you can expand it to cover any of the deliverables below, each with the unit this work is normally priced in — set that unit yourself in the quantity or the line description.
Bill these deliverables using the unit each one is normally charged in, set as the quantity or noted in the line description — product a (per unit), product b (per unit), gift wrapping service (per shipment), express shipping (per shipment), bulk order discount (per order), extended warranty (per year), installation service (per project), custom packaging (per project), return processing (per case), technical support (per incident), delivery service (per delivery), equipment rental (per day), design service (per project), inventory audit (per audit), quality assurance (per inspection).

Free Proforma Invoice for Client Approval Template & AI Invoice Builder

By Template.net

Invoice Generator