Proforma Invoice Excel Templates

Most commonly, the word pro forma (Latin for "as a matter of form" or "for the sake of form") is used to describe a procedure or document that is given as a courtesy or meets minimum criteria, conforms to a norm, or doctrine, appears to be perfunctorily performed or is considered a formality.

Pro forma accounting is a statement of the financial operations of the company, excluding "unusual and nonrecurring transactions" while specifying how much money the company has actually made. A pro forma invoice in trade transactions is a document stating the seller's commitment to sell products to the buyer at specified prices and conditions. It is used for the amount of the exchange to be declared. It is not a real invoice since it is not used to document the seller's receivables and the purchaser's payable accounts. A "pro forma invoice" is essentially a "confirmed purchase order" in which the purchaser and supplier agree on the specifications and cost of the item to be delivered to the purchaser. In general, a pro forma invoice is raised when the seller is ready for the material to be dispatched, however, they want to ensure that the payment is submitted before dispatch. In the form of a pro forma invoice, which is distinct from a commercial invoice, a sales quote is drawn up. It is used for the production of a transaction and the commercial invoice is submitted in advance.

Drafting invoices has never been easier with our sample pro forma invoice templates. Available for download in formats including excel, word, pdf, and others.