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Basic Pro Forma Invoice Template

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Basic Pro Forma Invoice Format in Excel by ExcelDownloads




If you want to share indicative invoice or an invoice for formality purpose showing the total price of the product (more than quotation, less than tax invoice), you can use this template for pro forma invoice in Excel. This is useful for all sorts of businesses and professionals.
Features of Basic Pro Forma Invoice

Lets start with the meaning of “Pro Forma”. In business parlance, Pro forma means “for the sake of form” or “as a matter of form.” When it appears in financial statements, it indicates that a method of calculating financial results using certain projections or presumptions has been used. During invoicing purpose, these invoices are provided in advance of shipment and merely showing the description and quantity of goods shipped or supplied without terms of payment.

Thus, this template contains such basic information only. You can make small modification to include additional details as per your requirement. You can remove the banking information and other irrelevant information that comes (by default) with the template.

Download Instructions

Follow the download instructions below, if you need any assistance. You can download this template for free and start customizing or using it. All the templates, resources, formats and designs are free of cost. However, By downloading this template, you also accept our terms of use policy and privacy policy.

Once you download this template, by default, the file/ folder extension will be compressed (zip). You will require decompressing software to get all the template files. You can use 7ZIP, WINRAR etc. Also, ensure that you have the appropriate software installed on your system for the file type you are downloading (e.g., Microsoft Office for DOCX and XLSX files, a PDF reader for PDF files). Now, Right-click on the template file you’ve downloaded and Select “Open With” from the context menu.

You can choose the relevant software/application to open the file. For DOCX files, use a word processing application (e.g., Microsoft Word). For XLSX files, use a spreadsheet application (e.g., Microsoft Excel). For PDF files, use a PDF reader (e.g., Adobe Acrobat). Alternatively, you can double-click on the template file, and it will open in the default application associated with that file type on your system.

If you encounter any issues, ensure your software is up-to-date or consider using an alternative application that supports the file type.

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FormatWorks Inc. offers free designs, templates, formats and layouts for various personal and business use cases. Our aim is to deliver resources free of cost. You can get templates for presentation, spreadsheet, CV/ Resume, agreements and more.

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