If you need a proforma invoice template, you can download one for free from our website. This template is in Microsoft Word format and can be easily customized to your specific needs.
What is a Proforma Invoice Template?
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A proforma invoice is a preliminary bill of sale sent to buyers before providing the goods or services. The invoice will typically include estimated shipping costs and the expected delivery date.
Proforma invoice templates can be used for retail, contract, and international transactions. This type of invoice is not a binding document but gives the buyer an idea of what to expect in terms of cost and delivery.
Reasons to Use a Proforma Invoice Template?
Below are the reasons to use a proforma invoice template:
- To save time: Creating an invoice from scratch can be time-consuming. A proforma invoice template can help you to save time by providing a pre-drafted invoice that you can fill in with your information.
- To ensure accuracy: If you frequently send invoices, it’s essential to make sure that they are accurate. A proforma invoice template can help to ensure that your invoices are error-free.
- To create a professional document: A well-designed proforma invoice template can give your business a professional image. This can be helpful when dealing with new or potential clients.
Details to Fill in a Proforma Invoice Template
A proforma invoice template will typically include the following information:
- Your business name, address, and contact information
- The buyer’s name and address
- Description of the goods or services that are being sold
- The unit price of each good or service
- The total amount due
- The method of payment
- The date of delivery or shipping
- Any other relevant information
- You must fill in this information before sending the invoice to the buyer. Once you have filled in all the necessary information, you can send the invoice to the buyer either by email or post.
Conclusion
A proforma invoice template can be helpful for businesses that frequently send invoices. By using a template, you can save time and ensure accuracy. Additionally, a well-designed template can give your business a professional image.
If you have any questions about using a proforma invoice template or need assistance creating one, write us in the comments.