Invoice Template
Bill a client with 17 line items, tax, discount and payment details.
Free Fillable Pro Forma Invoice
For sellers giving a buyer a formal pre-sale summary for approval, payment planning or shipping paperwork.
Clearly mark it pro forma, include the validity period and terms, and issue a final invoice when the sale is confirmed.
- Billing and sales
- PDF, 65 KB
- 77 fillable fields
- US Letter, A4-safe
- No scripts
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What's on the form
- Pro forma number, issue date and valid-until date
- Seller, buyer and ship-to details
- Items, quantities, prices and totals
- Shipping, tax and currency
- Terms and authorization
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How to fill in the pro forma invoice
- Label the document pro forma and add its issue date, reference number and validity period.
- Confirm seller, buyer and ship-to details before listing proposed quantities, prices and currency.
- Show expected shipping, tax and payment terms without presenting the document as the final tax invoice.
- When the buyer confirms the sale, use the agreed details to issue the final invoice.
Questions
Is a pro forma invoice a demand for payment?
It is generally a preliminary document, not the final tax invoice. Label it clearly and check local invoicing rules.
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