The Proforma invoice template is the all-in-one solution for all your invoicing needs. Not only will the Proforma invoice template save you valuable time during invoicing, it will also save you money as it can be downloaded instantly for FREE right here on this page. After downloading the template by clicking on the link available on this page, continue reading below for instructions on using and making the most of the Proforma invoice template!
Using the Microsoft Proforma Invoice Template
The Proforma invoice template comes in the form of a Microsoft Excel spreadsheet. After downloading, simply open the Proforma invoice template in Excel and save a blank, unused copy for future use. If you ever need additional copies of the template for other computers or devices, simply return to this page. There’s no limit on the amount of times the Proforma invoice template can be accessed or downloaded.
The first step in filling out the Proforma invoice template is to add your company logo to the top right-hand corner. The top of the template is reserved for the billing and shipping information. This is where you will place things such as the company name, contact person, address, phone numbers and email addresses. Next, you can add the shipping method, ship date and any special remarks about the purchase.
The body of the Proforma invoice template is reserved for the following information:
- Product Code
- Description of Items
- Quantity (OTY)
- Price (In USD)
- Carton Quantity
- Carton Weight
- Unit (lbs.)
- Total Weight (lbs.)
While there is room to add up to 25 items in the body of the Proforma invoice template, this area can be expanded or decreased if necessary.
The bottom portion of the Proforma invoice template is reserved for the code number, invoice number, shipping or miscellaneous instructions, and credit review. You can also note who the order was issued by and who approved it.
While designed to provide everything you will need, the Proforma invoice template can be modified in any way that would make the process easier and more efficient.
Download: Proforma Invoice Template
Check this out while you wait!