ProForma Invoice Templates for Excel

A proforma invoice is not an official invoice that is used for a sale of goods or services. Instead, it’s a document that predates the sale and establishes the seller’s promise to send goods or services to a customer at a given price. In other words, it’s written agreement between the buyer and seller that records the details of a transaction that will take place in the future. Since the pro forma invoice doesn’t actually record a transaction, it is never used to input information into the accounting system.

Nonetheless, businesses use these documents on a daily basis to establish agreements and acknowledge future commitments. Here’s a downloadable proforma invoice template that you can use in your business. You can either use the PDF as an example or use the Excel version and edit your own.

Proforma Invoice Template

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