Proforma Invoice
Produce polished pre-shipment invoices for international trade with automatic totals, tax, and shipping calculations built in.
About the Proforma Invoice
This Excel proforma invoice template provides a polished, print-ready document for international trade and pre-shipment billing. It includes clearly defined sections for seller and buyer information, shipping details, and payment terms, with a professional styled header and clean layout. The itemized product table calculates line totals automatically from quantity and unit price, while the summary section computes subtotal, shipping, tax, and grand total with built-in formulas. The template features blue-highlighted input cells for easy data entry, section headers for terms and conditions and bank details, and a notes area for additional instructions. Dropdown validation and freeze panes keep the form organized and user-friendly. Once goods ship, convert to a final billing invoice or use a general invoice template for domestic orders.
Proforma Invoice Features
- Professional print-ready layout with seller and buyer information sections
- Itemized product table with automatic line total calculations
- Summary section computing subtotal, shipping, tax, and grand total
- Blue-highlighted input cells for easy data entry
- Dropdown validation and freeze panes for organized form navigation
How to Use This Proforma Invoice in Excel
- 1
Enter seller and buyer details
Fill in your company information in the seller section and the buyer's name, address, and contact details in the buyer section.
- 2
Add shipping information
Enter shipping method, delivery terms (Incoterms), port of origin, and destination details for the shipment.
- 3
List products and quantities
Enter each product with description, quantity, and unit price. Line totals and the grand total calculate automatically.
- 4
Set payment terms and send
Specify payment terms, bank details, and any additional notes. The print-ready layout produces a professional proforma invoice.
Proforma Invoice FAQ
- What is a proforma invoice used for?
- A proforma invoice is a preliminary bill sent before goods are shipped. It is commonly used in international trade to declare the value of goods for customs, secure payment commitments, or provide a formal price quote.
- Is this different from a regular invoice?
- Yes. A proforma invoice is issued before delivery and is not a demand for payment. A commercial invoice is issued after delivery and serves as the official billing document. This template is designed for the pre-shipment stage.
- Can I customize the tax and shipping fields?
- Yes. Tax rate and shipping cost fields are fully editable. Formulas automatically recalculate the grand total when you change any value.
