Proforma Invoice Templates

Provide clients and buyers with a preliminary list of essential details like goods or services provided, as well as your prices and payment terms, with a proforma invoice template by FreshBooks.

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Download a Proforma Invoice Template

Whether you’re a freelancer, a customs broker, or a wholesale distributor, proforma invoice templates by FreshBooks offer a quick and efficient way to create professional preliminary invoices. Simply download, fill in your details, and send.

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Proforma Invoice Template

Establish clear communication between you and your clients before services are rendered with a flexible proforma invoice template that outlines the deliverables, time estimates, and prices for total transparency.

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Microsoft Excel

Blank Proforma Invoice Template

With fillable fields for your prices, goods and services, taxes, and more, a blank proforma invoice template makes it easy to send clients the details of the transaction before goods and services are delivered.

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Microsoft Excel

Quotation Proforma Invoice Template

Provide your clients with a clear quote for your goods and services prices with a full price quotation proforma invoice template that you can customize to any industry.

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Microsoft Excel

Proforma Invoice Template For Services

Outline your services rendered, work schedule, and prices with a versatile and professional proforma invoice template for services. Simply download and fill in your business details to create professional invoices in minutes.

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Microsoft Excel

Proforma Commercial Invoice Template

Do you work in commercial trade? Give customers a clear view of what they’re committing to before they make a purchase. A proforma commercial invoice template that lets you break down costs, taxes, and any other applicable fees so potential buyers can make informed decisions.

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Microsoft Excel

Proforma Invoice For Customs Clearance Template

Proforma customs clearance invoices are essential for customs declarations, import and export documentation, and securing necessary approvals from buyers. Keep transactions easy and the terms of your deal clear with a proforma invoice customs clearance template.

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Microsoft Excel

Shipping Proforma Invoice Template

Create clear and professional preliminary invoices for your shipping services with shipping proforma invoice templates that outline transport costs, fuel, labor, and other fees.

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Microsoft Excel

Free Invoice Generator

Looking for even more ways to create a proforma invoice? Remove downloading from the equation and head straight to invoicing with the Free Invoice Generator. Simply fill in your details, hit ‘generate’, and receive a professional proforma invoice that’s ready to send to your clients and buyers before the deal goes through.

More Invoice Templates by Industry

When you’re running your own business, you may need a wide variety of invoice types to create estimates and send final bills to your clients. In addition to proforma invoice templates, you can use various types of invoice templates to secure payment for your work.

Still looking for the perfect invoice template for your business? Explore the main invoice template page to find invoice templates for different trades and industries to support your billing needs.

When you need to secure payment in advance, a customizable deposit invoice template offers a professional way to bill your client for a security deposit.

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Easily communicate your payment terms with a net 30 invoice template. This versatile template lets you customize your invoice to suit each transaction while keeping the terms of your 30-day payment schedule clear for your clients.

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From childcare services and catering to selling wholesale goods or custom carpentry work, a versatile services rendered invoice template makes it easy to bill your clients for the services you’ve provided.

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Simple and professional, a standard invoice template includes everything you need to invoice your client. Fill in business details, goods and services provided, prices, invoice numbers, and more essential details for quick and easy billing.

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Whether you prefer to bill your clients in person or you simply like to keep hard copies of your invoices for your records, a printable invoice template makes it easy to create and print professional invoices.

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From business details to custom logos and branding, a blank invoice template offers plenty of flexibility to create invoices for any industry.

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Create clean, professional invoices with a simple invoice template that you can customize to include cost breakdowns, business details, and company branding.

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You work hard each hour you’re on the job. Whether you’re a copyeditor, a freelancer, or you provide marketing services, free downloadable hourly invoice templates make it easy to bill clients for the hours you worked.

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When clients want to secure your legal services in advance, you need a retainer invoice template. These professional templates are a quick way to bill clients for your retainer fee.

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Proforma Invoice Template vs FreshBooks

A free proforma invoice template is a great way to streamline your billing, but there’s much more FreshBooks can do to optimize your business. Send invoices, receive payments, and organize your financial records for tax season with FreshBooks invoicing software. Learn more about FreshBooks features:

Proforma Invoice Template

VS

FreshBooks

Features

Proforma Invoice Template

Flexible invoice templates

Printable formats

Email invoices at no cost

Accept payments on invoices

Schedule invoices

Automate payment reminders and late fees

Manage paid and outstanding invoices

Set up deposits for projects

Add discounts and credits to invoices

Automate recurring subscription invoices

Create and send invoices via mobile devices

Access your invoices FOREVER on the cloud 🔥

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Proforma 101: Helpful Resource for Your Business

Looking for more resources on proforma invoicing? FreshBooks offers a wide array of articles and support to help you grow your business. Learn more about proforma invoicing with these helpful accounting and billing articles.

What Is a Proforma Invoice? Invoicing Basics

What is a Proforma Invoice?

Proforma Invoice vs Commercial Invoice

Proforma Invoice vs. Commercial Invoice: What’s the Difference?

Frequently Asked Questions

How do I create a pro forma invoice?

The easiest way to create pro forma invoices is to use a free proforma invoice template. Proforma invoice templates by FreshBooks offer a quick and easy solution for professional proforma invoices—all you need to do is download the template and fill in the fields to create your unique pro forma invoice template.

How long is a proforma invoice valid for?

The validity time of a proforma invoice varies, but some common terms are 30, 60, or 90 days from the pro forma invoice due date. FreshBooks invoicing software includes features like scheduling reminders so you can automatically prompt clients to follow up on outstanding invoices.

Does a proforma invoice need an invoice number?

Since a proforma invoice is a preliminary bill rather than an official invoice, it doesn’t need to include an invoice number. Instead, once the proforma invoice has been approved and you send the follow-up commercial invoice and payment instructions, you should include the invoice number on that final invoice.

Can a proforma invoice be used for customs purposes?

A proforma invoice can be used to estimate the cost of customs fees, but you’ll still need to send the final invoice afterward. FreshBooks invoicing software makes it easy to convert estimates into final invoices, so you don’t need to make multiple invoices.

What information should be included on a proforma invoice?

A proforma invoice should include all the details of the proposed job—goods and services rendered, total cost, payment terms, client information, and business details. You should also include how long these prices and services are available so that your client understands when they must approve the proforma invoice and move the contract forward.

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