Proforma Invoice Template Excel is offered in XLSX format as well as a Google Spreadsheet.
This template helps you efficiently create and manage your proforma invoices, allowing for customizable fields and automated calculations to streamline your billing process. You can download the file as an Excel template or access it instantly through Google Sheets from anywhere.
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Features
- ✔️ Comprehensive templates for Proforma Invoices
- ✔️ Automatic calculation of totals and taxes
- ✔️ Easy input fields for client and item details
- ✔️ Categorization of items for clear analysis
- ✔️ Compatible formats: XLSX and Google Sheets
- ✔️ Effortless data organization and management
- ✔️ Visual representations of invoices and totals
- ✔️ Immediate monthly summaries and calculations
- ✔️ Fully customizable layout for your business needs
- ✔️ Sample Proforma Invoice included for reference
Instructions
- 1. Input client information: Provide the client’s name, address, and contact details.
- 2. Specify invoice details: Enter the invoice number, date, and due date.
- 3. Add itemized services or products: List the items with descriptions, quantities, and prices.
- 4. Automatic total calculation: See the total amount due auto-calculated as you input items.
- 5. Review payment terms: Check the payment options and terms clearly displayed.
- 6. Save and share invoices: Easily generate and send professional invoices via email.
Below are 6 predefined templates for Proforma Invoices, thoughtfully crafted to enhance your invoicing process. Each template comes with distinct features to streamline your billing and ensure clarity in transactions:
Proforma Invoice Template
Explore our selection of templates to streamline your invoicing process:
