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Proforma Invoice Template

Harvest allows you to customize invoices by adding company information, logos, and setting default values, which can help tailor proforma invoices to meet specific client needs.

INVOICE DRAFT

Add your logo here
Item type
Description
Quantity
Unit price
Tax
Amount
Subtotal
$0.00
Discount
$0.00
Amount Due
$0.00
Get paid via:
Credit card / Debit card
ACH
Wire transfer
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Customise invoice

Appearance

Add a logo
Show invoice title

Invoice settings

Tax Add up to 2 tax rates
%
Discount Apply a discount percentage
%

Download Your Free Proforma Invoice Template

Finding a suitable proforma invoice template is straightforward, with many free options available across various platforms. You can typically find downloadable templates from office tool suites, creative design platforms, and numerous business-focused websites. These templates are commonly offered in several versatile formats to suit your workflow. The most prevalent formats include Microsoft Word (.doc, .docx), Microsoft Excel (.xls, .xlsx), PDF, Google Docs, and Google Sheets. Choosing an editable format like Word or Excel allows for easy modification directly on your computer, while PDF is ideal for sharing a finalized, non-editable version.

Customizing Your Proforma Invoice Template

Customizing your proforma invoice template is essential to reflect your brand and meet specific client needs. Begin by downloading an editable template in your preferred format, such as Word or Excel. The first step is to add your company's branding elements, including your logo, brand colors, and preferred fonts, which significantly enhances professionalism and brand recognition. Next, tailor the template by entering specific transaction details like item descriptions, quantities, and unit prices. You can also adjust payment terms, currency symbols, tax codes (e.g., VAT or GST), and estimated delivery timelines to align with client specifications or international trade requirements. Always review the customized template for accuracy and save it for future use.

Legal and Practical Considerations for Proforma Invoices

A proforma invoice is a preliminary, non-binding document outlining transaction terms, not a demand for payment or a legal invoice. It must be clearly labeled "Proforma Invoice" to avoid confusion with a commercial invoice. Key components include:

  1. Seller and Buyer Details: Full names, addresses, and contact information for both parties.
  2. Itemized List: Detailed descriptions of goods or services, quantities, unit prices, and subtotals.
  3. Total Cost: An estimated total, including any applicable taxes, shipping, and handling fees.
  4. Payment and Delivery Terms: Clear outline of payment methods, deadlines, estimated delivery dates, and shipping methods.
  5. Validity Period: The duration for which the quoted prices and terms are valid.

For international trade, proforma invoices are crucial for customs clearance, securing import permits, or arranging letters of credit, providing necessary details on goods' value and origin.

Explore the Proforma Invoice Template in Action

Preview how your proforma invoice template can be customized with your brand elements, transaction details, and client specifications, ready for professional use.

Proforma Invoice Template FAQs

  • Harvest allows you to customize invoices by adding company information, logos, and setting default values, which can help tailor proforma invoices to meet specific client needs.
  • Proforma invoices must be clearly labeled to avoid confusion with legal invoices. They should include seller and buyer details, an itemized list of goods or services, total costs, and payment and delivery terms. These documents are often used in international trade for customs and import processes.
  • Yes, Harvest can send automated email reminders to clients when invoices are overdue, helping you get paid without awkward follow-up emails.
  • Proforma invoices are non-binding and do not demand payment. They are primarily used for outlining transaction terms and are not suitable for accounting purposes or as proof of sale.
  • Proforma invoice templates are available in several formats, including Microsoft Word, Excel, PDF, Google Docs, and Google Sheets. These formats offer flexibility for editing and sharing.