Then, enter the company’s contact information, of which includes the company’s phone number, website URL, email, and street address. Start by downloading the Proforma Invoice in Microsoft Excel (.xlsx) or Google Sheets.īegin by entering the name of the company directly below the main title. This can include a thank-you to the buyer or an address for them to send the invoice payment. Then, in the comments box, enter any notes or info the seller has for the buyer. For the PDF version, to ensure the ‘Total’ calculates correctly, enter the ‘sales tax’ in decimal format.Īt the bottom of the document, enter the number of days the client has to pay the invoice in full.

Enter this value into the capitalized ‘TOTAL’ field. Once the first table has completed, repeat the process for any labor services being charged.įor the Word version, multiply the ‘subtotal’ field by the ‘sales tax’ field, and add the result to the ‘subtotal’ amount to find the invoice’s ‘total’ amount. In the Word version, the seller will need to calculate each amount field manually. In the PDF version, the amounts will calculate automatically. Next, in the first table, enter the products the client is being charged for.

Address (Street, City, State, and ZIP Code)įor the ‘Bill-to’ section, enter the name of the individual or company being billed, the invoice (or quote) number, their customer ID (if applicable), address, and the date that the invoice will be issued.

Then, enter the following regarding the company in the upper-right corner: Start by entering the name of the company issuing the invoice in the upper-left corner.

Proforma Invoice (Version 3) – Includes fields for VAT and other international shipping fields.ĭownload the Proforma Invoice in either PDF or WORD. Proforma Invoice (Version 2) – A one (1) page invoice that includes ample room for listing all products and contains a signature field for approval. Provides buyers with the total cost of an order in addition to shipping. UPS Commercial Invoice – If an individual or company will be shipping goods out of the US with UPS (United Parcel Service), they must complete this form to ensure the proper tariffs/taxes are charged on the goods.ĭHL Proforma Invoice – For use with DHL shipping only. A form needs to be individually printed-out and inserted into each shipped package (cannot use 1 for multiple). Fosters accountability and trust between both parties.įedEx Proforma Invoice – Used by companies for shipping their products via the shipper FedEx.It doesn’t have to look perfect – it’s only a rough outline of what the buyer should expect.It provides the seller and buyer with a general idea of what the labor and products will cost.

Free pro forma template excel