Pro forma Invoice Template

Create pro forma invoice online


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Here is a pro forma invoice template for creating clean pro forma invoices. Businesses can use the pro forma invoice format and generate a quote in less than 60 seconds. Export the quote to word, excel or PDF. Download a copy or email it over to clients in one click.

Pro forma invoices are very important for a business. A well written pro forma invoice has the potential to generate more business. This is the only document that remains with a prospect before closing a deal. A detailed pro forma invoice can increase chances of converting a lead into a client.

Consider using our pro forma invoice template or you can build one on your own. Just make sure the pro forma invoice template you create covers following details:

- Name of your business
- Communication address
- Pro forma invoice number
- Date of which the pro forma invoice is issued
- Name & address of your client
- Description of the product or service you are selling
- Per unit price and quantity
- Any discount you wish to extend
- Applicable taxes
- Terms and conditions

This pro forma invoice template works for all kinds of businesses, you can also customize the template for your business by only providing the details that are required in your line of business activity. Please make sure you cover as much information as you can and provide all the details in your quote to make sure your client can make an informed decision about seeking your service.