#Simple excel invoice template pro

Consider including additional items if you see that there is a need for these.Remember the value of showing a little courtesy. Finally, and as important, do not forget to thank the customer for their business. Use this space to include additional information, like your return policy or guarantee on the goods that you sell. List the total amount and make sure to clearly state this in your invoice. For exports, this usually includes duties levied at customs by either of the countries. Don’t forget to include the handling and shipping charges necessary. Indicate details like shipping, tax, and total amount dueīefore making any calculations on proper sales taxes, you need to check the tax laws first.The more specific you are with the details, the less is the chance that the buyer will opt for another supplier.

#Simple excel invoice template pro

Most pro forma invoices aren’t accepted because the information provided was either unimportant to the buyers or the seller didn’t inform the buyers on everything they should know. There is a need to break the shipment down and get into the specific details. Create an itemized breakdown of the charges.State the mode of transport, how many packages you plan to send, and the shipment’s total gross weight. If you plan to use the invoice to export goods, you have to explain in the invoice your reason for exporting them. State your reason for exporting the goods.You can start anywhere you want, as long as, you have sequential numbers. The numbering system you choose is your decision. The next information should be all about your buyer and this includes their name, phone number, mailing address, the name of their company, and their company’s email address.Įvery invoice requires a number and you will use this number to reference your business’ accounting information and that of your buyer. Include your contact details next, then the date when you created the invoice and the expiry date. In almost all cases, you would print the invoice form on the official company letterhead and should already include the mentioned information. The first part of the document is the header and it must contain the words “Pro Forma Invoice.” You might also want to include the name and logo of your business. Here are the steps to guide you when creating this document: The pro forma invoice sample is an offer to sell you should not undervalue it. Proforma invoice template 30 (58.50 KB) How do I create a pro forma invoice?Īlthough the pro forma invoice template is not used by the Accounts Payable or Accounts Receivable departments, it is still an official document and you as a seller are legally bound to its terms and conditions. This prevents any duplication of payments by the customer. Upon the completion of the transaction, you can make a reference to the invoice number on a standard invoice. The presence of this invoice avoids confusion as to how much or what they owe. The customer’s accounts payable department can issue payment in advance against an actual document by using the pro forma invoice template you provided. With this document in hand, those involved can process paperwork, thus, decreasing the total time transit.Ī commercial invoice can be quickly finalized then dispatched to a customer for payments as soon as you have finalized the pro forma invoice.ĭoes this type of invoice require a payment? This applies to many countries worldwide. You can use the invoice to help secure consular invoices, customs paperwork, and for determining shipment values needed to calculate import taxes and customs duties. Without the invoice, many internationals transactions never even take place. If you have international buyers, they can use this credit before you ship out the goods. One important use of a sample pro forma invoice is to secure credit for the client for purchasing the goods or services that you offer. Additionally, the invoice helps you close deals because it makes clients feel at ease about the terms of your transaction. This type of invoice specifies all of the details of your transaction so that the customer knows the exact amount they will pay and as such, it leaves no risk of confusion or misunderstanding. Here are some reasons why you need this invoice: The importance of a pro forma invoice sample becomes evident when two businesses plan to do business together for the first time, as well as, for import or export transactions.

Proforma invoice template 20 (103.50 KB) Why do you need a pro forma invoice?