Proforma Invoice Template
Spreadsheet
Clearly marked pre-sale invoice format
Shipping method and address details built in
Totals calculate automatically
Supports:
Description
A proforma invoice is the quote your client approves before you commit anything to your books — same structure as the final bill, clearly marked "Pro Forma" so there's no confusion about what it is.
This Excel template includes the invoice date and number, billing and shipping address blocks, a shipping method field, and an itemized table with quantities and product descriptions where the totals calculate for you. Send it ahead of a sale so the client can confirm the amount, the items, and the delivery terms; once they approve, the final invoice matches it line for line.
Download the file, edit it in MobiOffice, Microsoft 365, or other compatible spreadsheet apps, and export to PDF. It pairs naturally with the Invoice (Excel) template for the final bill.
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