Proforma Invoice Format
A well-designed proforma invoice format helps seller to confirm the buyer’s commitment to purchasing the goods. A proforma invoice is the key to efficiently outlining the details of the proposed transaction, including itemised costs, terms of sale, and other relevant information. Use myBillBook billing software to generate proforma invoices seamlessly!
✅ Customisable Proforma Invoice Format
✅ Error-Free Invoice Generation
✅ Convert Proformas into Sales Invoices
✅ Easy download, print & share
✅ Get Free Business Reports
✅ Pricing Starts at INR 399/Year
Proforma Invoice Format
A well-designed proforma invoice format helps seller to confirm the buyer’s commitment to purchasing the goods. A proforma invoice is the key to efficiently outlining the details of the proposed transaction, including itemised costs, terms of sale, and other relevant information. Use myBillBook billing software to generate proforma invoices seamlessly!
✅ Customisable Proforma Invoice Format
✅ Error-Free Invoice Generation
✅ Convert Proformas into Sales Invoices
✅ Easy download, print & share
✅ Get Free Business Reports
✅ Pricing Starts at INR 399/Year
Download Free Proforma Invoice Formats in Excel, Word, & PDF
Features of myBillBook Proforma Invoice Generator
Create Proforma Invoices in Seconds
myBillBook is a complete billing solution that allows users to create sales invoices, quotations, delivery challans, and proforma invoices in just a few clicks.
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The app provides free pre-defined formats for all kinds of invoices, and all you need to do is simply choose the proforma invoice template to generate, enter the details, and your invoice will be ready in seconds.
Invoice themes
You don’t have to stick to the same standard proforma invoice format that every other business uses.
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myBillBook offers personalised invoice formats in various themes. You can choose from 7 different themes and 8 colour options while creating the proforma invoice. The customisation feature allows you to create GST and non-GST invoices in your preferred colours and styles.
Add and remove fields
Users can add and delete fields and make the invoice as per their business requirements.
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Some pre-defined fields can be added in the proforma invoice template by simply enabling them in the settings, and any other custom fields can be included by using the ‘Add Custom Field’ button.
Convert Proformas into sales invoices
Another interesting feature offered by myBillBook is that once the deal gets confirmed, you can simply convert the proforma invoice into a sales invoice using a single click.
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The ‘Convert to Invoice’ option allows users to convert proforma invoices into sales invoices in just seconds. No more hassle of entering the information all again to create an invoice.
Download, Print or Share
Once the proforma invoice template is created and saved, you have multiple options to send it to your customers.
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You can either download and share it through e-mail, directly print and hand it over, send it as an SMS or share it through Whatsapp. All these options are readily available on the app. You can also edit the invoice whenever required, create a duplicate of it or simply save it for later use.
Safe and secure platform
myBillBook is an ISO-certified application that provides 100% data security to its users.
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All the information entered on the platform is end-to-end encrypted to prevent malware and virus attacks. Only authorised users have access to the information, thus making it completely safe and secure. The application also takes timely data backups to prevent data loss and to provide multi-device access.
₹217
Per month. Billed annually
Diamond Plan
✅ Create unlimited invoices
✅ Add up to 1 business + 1 user
✅ Inventory management
✅ App + Web support
✅ Priority customer support
✅ GSTR reports in JSON format Popular
₹250
Per month. Billed annually
Platinum Plan
Everything on Diamond Plan +
✅ Add up to 2 business + 2 user
✅ 50 e-Way bills/year
✅ Staff attendance + payroll
✅ Godown management
✅ Whatsapp and SMS marketing Popular
₹417
Per month. Billed annually
Enterprise Plan
Everything on Platinum Plan +
✅ Custom invoice themes
✅ Create your online store
✅ Generate and print barcode
✅ POS billing on desktop app
✅ Unlimited e-Invoices & e-Way bills Popular
₹217
Per month. Billed annually
Diamond Plan
✅ Create unlimited invoices
✅ Add up to 1 business + 1 user
✅ Inventory management
✅ App + Web support
✅ Priority customer support
✅ GSTR reports in JSON format Popular
₹250
Per month. Billed annually
Platinum Plan
Everything on Diamond Plan +
✅ Add up to 2 business + 2 user
✅ 50 e-Way bills/year
✅ Staff attendance + payroll
✅ Godown management
✅ Whatsapp and SMS marketing Popular
₹417
Per month. Billed annually
Enterprise Plan
Everything on Platinum Plan +
✅ Custom invoice themes
✅ Create your online store
✅ Generate and print barcode
✅ POS billing on desktop app
✅ Unlimited e-Invoices & e-Way bills Popular
₹399 per year
Silver Plan for Android App
✅ For 1 device, 1 business and 1 user
₹399 per year
Silver Plan for Android App
✅ For 1 device, 1 business and 1 user
What is Proforma Invoice Template
A Proforma Invoice Template is a pre-designed and standardised format or layout used for creating Proforma Invoices. It serves as a ready-made document that businesses can use to generate Proforma Invoices easily, quickly and consistently. The template includes predefined sections and fields to enter the required information, such as the seller’s details, buyer’s details, description of goods or services, quantities, prices, payment terms, etc.
Proforma Invoice templates can be customised to include specific company information, such as logos and colours, while retaining the standard layout. They are commonly used in various industries, including international trade, to provide potential buyers with a clear estimate of costs and terms before finalising a transaction.
Sample Proforma Invoice Format
There’s no standard industry guideline dictating the proforma invoice format – it may even look like a sales invoice. However, businesses must have a standard proforma invoice format to make it consistent across all business transactions. Here is a sample proforma invoice format or template for your reference.
Contents to include in a Proforma Invoice Template
- Company name and contact information
- Customer or client name and contact information
- Shipping information
- Item names
- Item descriptions
- Price per unit
- Total cost per line item
- Total invoice cost
- Invoice expiration date
Proforma Invoice Format in Word
You can create a proforma invoice format using MS Word, as it allows flexibility in design and customisation while maintaining a consistent structure. Using proforma invoice format in Word, businesses can include their branding elements, adjust fonts and colours, and add specific information to tailor the proforma invoice to their needs. Ultimately, a proforma invoice format in Word simplifies the process of generating proforma invoices and ensures that they are presented in a clear and professional manner.
For detailed information on proforma invoices in Word, how to create one, and a sample proforma invoice format in Word, refer to this page on Proforma Invoice Format in Word.
Proforma invoice format in Excel
Excel is another powerful tool that allows you to create proforma invoices with ease. A proforma invoice format in Excel comes with an add-on advantage of calculation capabilities. This means you can add formulas to the proforma invoice format in Excel, which will automatically calculate the totals or add dates to the invoice. Businesses can create proforma invoice template in Excel for efficient organisation and easy updating of proforma invoices.
For detailed information on proforma invoices in Excel, how to create one, and sample proforma invoice format in Excel, refer to this page on Proforma Invoice format in Excel.
How to Create Proforma Invoice Using myBillBook?
To create a Proforma Invoice in myBillBook, follow these steps:
- Open myBillBook and log into your account using the credentials.
- In the main dashboard, under the sales option, select proforma invoice.
- Now, enter business details such as name, address, and contact details.
- Fill in customer details such as the customer’s name, address, and contact details.
- Next, fill in the invoice details, such as the invoice number, due date, payment terms, and purchase order number.
- Add the quantity, unit price, descriptions of the products or services, and quantities offered.
- Now select the applicable tax.
- Add any shipping charges, handling fees, or other additional charges
- The software automatically calculates the total amount
- Verify the total amount due, including the subtotal, taxes, and additional charges.
- Include payment methods accepted, account details (if needed), payment terms, and specific terms and conditions.
- Now, review the Proforma Invoice for accuracy.
- You can download, print or share the proforma invoice to your clients.
FAQs on Proforma Invoice Format
What is a proforma invoice?
A proforma invoice is an estimated invoice sent to a buyer before the actual delivery of goods or services. It helps seller to ensure that the buyer get a rough estimate of the sale price of the goods and services. A description of the goods sold, the total amount payable, and other transaction details are some of the information that should appear on a proforma invoice.
What is Proforma Invoice Format?
A pre-designed and standardised format or layout for creating Proforma Invoices is called a Proforma Invoice Template. This is a readymade document that businesses can use to generate proforma invoices quickly, easily, and consistently. The template has predetermined sections where one fills out necessary details such as seller’s details, buyer’s information description of goods/services quantities, prices, payment terms, etc.
Is Proforma Invoice mandatory?
A Proforma invoice is not mandated by the law and is purely offered to establish good faith between the buyer and seller. Businesses can independently create proforma invoice formats in Word, Excel, and Google Docs. They can also download proforma invoice template directly from the internet from reliable sources like myBillBook and others.
What is the difference between a proforma invoice and a quotation?
A quotation is a rough estimate of the products or services the client is interested in. Businesses usually provide a handwritten quotation with an approximate value of the bill amount. It may not have detailed information about all the costs involved in supplying the goods or services to the buyer. On the other hand, a proforma invoice template is a more formal document containing almost all the information similar to that of a commercial invoice.
What is the difference between a sales invoice and a proforma invoice?
A proforma invoice is generated even before the actual invoice is issued. It contains all the details of an invoice. However, it may not serve as a legal document for collecting payment or delivering goods. It’s just for an understanding between the seller and the buyer about the sale details. Once the buyer agrees to the terms mentioned in the proforma invoice, the seller generates the invoice before or after delivering the goods. An invoice is thus a final document issued during the sale process. It acts as a document to collect payment and is also used to file GST returns.
What is the validity of a proforma invoice?
The validity of a proforma invoice varies from business to business. However, it typically ranges from 30 to 90 days. After the validity period, the proforma invoice stands void.
Do I need to make payment for a proforma invoice?
No payment is needed when a seller issues a proforma invoice. Payment becomes an obligation only when an invoice is issued.
Can I revise a proforma invoice?
Yes, a proforma invoice can be revised any number of times until the buyer and seller reach a common agreement.
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