Commercial
Proforma invoice template (PDF)
Issue proforma invoices for advance payments and procedures with tax, validity and bank details.
The proforma invoice is a formal offer: it is not a sales invoice, it does not support income or costs, and it does not replace the electronic invoice.
What it is and what it is for
Formal quote with the value of a future sale, for advance payments, bank procedures or imports.
Data on the template
This is what the template asks for when you create it; optional fields are printed only if you fill them in.
Header
- Your company details: legal name, tax ID, tax regime, address, phone, email and logo
- Customer: name, ID, address and contact details
- Date and a sequential number
- Valid until (optional)
Details
One row per product or service: description, quantity, unit, unit price, discount and tax (with the option of prices that include tax).
Terms
- Payment terms(required)
- Term (days)
- Advance payment required
Percentage of the total that is paid in advance (optional).
- Lead time
- Bank for payment
- Account type
- Account no.
Closing
- Subtotal, discounts, sales tax or VAT by rate, total, withholdings and net amount due, with the amount in words.
- Notes (optional)
- Prepared by
- QR code so that the person who receives the document can verify that it is authentic
Related documents
- Sales invoicePDF invoice as a draft or business record of your sales. It is not an electronic sales invoice: if you are required to invoice, you must issue it electronically.
- QuotePrice proposal for products or services with validity, terms and customer acceptance.
- Credit noteReduces the amount of an invoice for returns, discounts, cancellations or adjustments.
- Debit noteIncreases the amount of an invoice for interest, additional charges or changes in value.
- Sales orderCustomer order with products, prices, delivery date and agreed terms.
- Delivery noteRecord of the dispatch of goods to the customer: products, quantities and acceptance.