Send a proforma invoice before the sale so your customer knows exactly what they will pay. Make it online as a PDF, or download the free format in Word or Excel.
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| # | Description | Qty | Unit Rate | Amount |
|---|---|---|---|---|
| 1 | Service | 1 Unit | 150.00 | 150.00 |
Thank you for your business.
Prefer to fill it in yourself? Download a blank format. For a PDF, use the maker above. To use it in Google Docs or Sheets, open the file from Google Drive.
So nobody mistakes it for a final invoice asking for payment now.
Names, addresses, phone and tax numbers if registered.
A proforma number such as PI-0001, the date, and how long the prices stand.
Description, quantity, unit price and amount for each line.
Subtotal, the tax with its rate, and the expected total.
Advance needed, bank details, delivery date and shipping terms.
A preliminary invoice sent before goods are delivered or work is done. It shows what the final invoice will be, so the buyer can arrange payment, an import permit or a bank letter. It is not a demand for payment and not a tax invoice.
Both come before the sale. A quotation offers a price the customer may accept; a proforma invoice is usually sent once they have agreed, laid out like the final invoice, often to collect an advance.
Yes. Download the free Word (.docx) or Excel (.xlsx) proforma invoice format on this page; the Excel one adds up the lines, tax and total.
Yes. The maker, the PDF and the Word and Excel formats are free, with no sign-up and no watermark.
Tichkuly CRM saves your customers, quotations and invoices, numbers them for you and shows who still owes you. Free to start.
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