pro forma invoice template
Looking for pro forma invoice template examples? Check our designs, choose the one that fits you the best, and create your pro forma invoice.
Looking for pro forma invoice template examples? Check our designs, choose the one that fits you the best, and create your pro forma invoice.
You do not need to spend time going through all the pro forma invoice templates available on the internet. We have created a free pro forma invoice templates that you can easily edit or download to your computer. Select your preferred format and start using the template now.
At first glance, a proforma invoice may look like any other invoice. But despite the name, proforma invoices are closer in function to quotes or estimates. They are typically issued to clients you're negotiating a deal with to give them a better idea of the products or services provided and their respective and overall prices.
Since the pro forma invoice is a purely informational document format, it is not legally binding. Meaning it can't be used to substitute a regular sales or commercial invoice.
A proforma invoice template should include the term “Proforma Invoice” and the disclaimer “This is not a tax invoice”, along with the other usual information, meaning:
a unique invoice number
provider and customer company details (name, address, contact)
issue and due date
price and description of goods or services
how long the price is valid for
terms and conditions, or a link to a site detailing them
payment terms (to inform how the payment process will work)
VAT (to inform the expected tax amount)
A sales invoice is a legally binding financial document detailing the services or products provided, their description, respective prices, and overall payment amount. It's used to request payment from a customer and confirm a successful transaction.
On the other hand, a proforma invoice is purely informational and not legally binding. Although it details much of the same information, it has to include the term “Proforma Invoice” and the disclaimer “This is not a tax invoice”. Pro forma invoices are used to outline the specifics of a proposed deal.
Have you not found your desired template? We have more free templates in our Free Generator. Create a document and download it in PDF afterwards.
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