Free Proforma Invoice Template
Download a clean, editable proforma invoice template — Excel, Word or CSV, in five styles. The Excel file calculates line amounts and totals for you. Free, no sign-up, no watermark.
CSV has no styling, so it's the same for every style.
Prefer not to download? Fill an invoice in online → — live preview, export a PDF (set the title to "Proforma" in your notes).
What's in the template
It has everything a proforma needs: your and the buyer's details, a proforma number, date and validity, an itemised table (description, quantity, unit price, amount) with subtotal, tax and total, and a note line making clear it's a quotation, not a demand for payment. The Excel version includes formulas so amounts and totals update as you fill it in.
How to use it
- Download the format and style you prefer (Excel for automatic totals).
- Replace the bracketed placeholders with your and the buyer's details.
- Add the line items; the Excel total updates automatically.
- Save as PDF and send it for approval or advance payment.
- Once approved, issue a final invoice with the same figures.
Related
Need a standard invoice instead? See the invoice template or fill one in with the invoice generator. Agreeing scope and price first? Use the quote template.
FAQ
What is a proforma invoice?
A proforma invoice is a preliminary bill sent before the work or shipment — it quotes the goods/services and price so the buyer can approve, arrange advance payment, or clear customs. It is not a demand for payment and a final invoice follows.
How is it different from a normal invoice?
A normal (commercial) invoice requests payment for a completed sale and is a formal accounting document; a proforma is provisional — same layout, but it commits no one and is not entered as a payable/receivable.
Are these proforma templates free?
Yes — free, editable, no sign-up, no watermark. The Excel file calculates line amounts and totals for you.
When should I send one?
Before delivery: to confirm scope and price, to request a deposit, for international shipping/customs, or when a buyer needs a document to raise a purchase order.