Free proforma invoice template
A proforma invoice template is a layout for a preliminary bill sent before goods or services are supplied. It shows the expected charges so the customer can arrange payment or approval, but it is not a tax invoice. Fill it in and download a PDF free.
When do you use a proforma invoice?
Use a proforma invoice to confirm price and terms before delivery, often for prepayment, customs, or internal approval.
What should a proforma invoice include?
- Your business details
- Customer details
- Proforma number
- Valid-until date
- Itemised goods or services with prices
- A clear "not a tax invoice" notice
- Payment or delivery terms
Frequently asked questions
What is a proforma invoice?
A proforma invoice is a preliminary bill issued before the goods or services are delivered. It lets the customer see the expected cost and arrange payment or approval, but it does not record a sale and is not used to reclaim tax.
Is a proforma invoice a real invoice?
No. It is an estimate of what the final invoice will contain, clearly marked as not a tax invoice. You issue the actual tax invoice once the goods or services are supplied.
When are proforma invoices used?
They are common where payment is needed up front, for international shipments and customs, or where a customer needs a document to approve the spend before committing.
Is the proforma generator free?
Yes, building and downloading a proforma invoice is free, with no watermark and no card details.
Can a proforma become a real invoice?
Yes. Once you deliver, convert the proforma into a full invoice in one click. It keeps the customer and line items and receives a proper invoice number.