What is a proforma invoice template? This is a downloadable template used to establish a written commitment between two parties. This has something to do with exchange of goods as well as services for a specified price. This is advantageous to both the seller and the buyer. Through this, the seller will have idea about the payment. If it is made before the services are rendered. This also helps both parties avoid possible disagreements in the later transactions.
Adobe PDF and Microsoft Word Download for the Proforma Template
Step 1 – Download proforma invoice template Adobe PDF (.pdf) or Microsoft Word (.doc).
Step 2 – After the word document download of invoice, you may type the number of invoice as well as the date at the top part. You may also include the name of the company or your name, address as well as the contact information.
Step 3 – Sent To – If sending an invoice, make sure you have the recipient’s shipping address with its name and address. In the right corner, if it is shipping with an airway bill, make sure that you input the airway bill number information.
Step 4 – Goods description – Include in the invoice for shipment each type of good, its quantity, and the price per unit, taxes and shipping fee inclusions. In the right column, the total will be seen once all the figures from each column are combined. To c0ome up with the grand total of what is due, add each figure to the right column.
Step 5 – In the left side, enter the type of currency you want to get paid. You should also indicate the transportation terms as well the reason for export on the bottom part.
Pro Forma Invoice – How to Make it Using Microsoft Excel
Step 1 – You may use Microsoft Excel (.xls). to download the profroma.
Step 2 – Fill in the top part with the name of the company, its address and other information regarding contact. You should also enter the date, expiration date, invoice number, and the ID of the customer on the right side of the invoice.
Step 3 – Customer/Ship To – Put the customer’s name, contact information as well as the company name. Then also include the name and address where the goods will be sent. On the right portion, make sure that you write all the shipment details which include the number of packages shipping date and more.
Step 4 – Description Table – In a separate row, describe each kind of good to be sent. To the left side, include the part number and the unit of measure. Along with the tax for east goods, include the quantity and the unit price to get the total for each row on the right. In order to give you the subtotal, you should provide the figures in the right column. You may include the shipping fees, taxes and other charges to reach the grand total the client needs to pay.
Step 5 – Terms of Payments and Comments – In the pro forma template, make sure to include the terms of payment. Specify what time of payment method you want to get paid by the customer. On the bottom part, you may also put some shipping port details and then certify the invoice’s information by putting your sign on it. Don’t forget to put the date as well.