Home / Templates / Proforma Invoice
๐Ÿ“„ Final Preview ยท True 1:1 Scale A4 210ร—297mm ยท Real layout
Proforma Invoice
INV-2026-0820  ยท  Issue Date: Aug 20, 2026
Due DateSep 19, 2026
CurrencyUSD
From

Your Company

Street Address
City, State, ZIP

Bill To

Client Name

Client Address
City, State, ZIP

DescriptionQtyUnitAmount
Service / product description1โ€”$100.00
Service / product description2โ€”$200.00
Subtotal$300.00
Tax (0%)$0.00
Total$300.00
Thank you for your business Signature ______________
โšก Dynamic Calculations Amount = qty ร— unit price, totaled automatically; tax is applied per the selected country/type; fields render per the Proforma Invoice definition โ€” not a static template
๐ŸŒ Global ยท SIMPLE ยท FREE

Proforma Invoice

16 fields
โšก Dynamic Generation ยท Not a Static File

Amounts, taxes and totals in this template are not static text โ€” they are calculated in real time from what you enter: line totals are summed, tax rates are applied, grand totals are generated. What you fill is what the PDF calculates.

A quote-style invoice sent BEFORE the work is done โ€” used for estimates, deposits and prepayments.

Fill In & Calculate โ†’
Free to use โ€” fill the form and download your PDF instantly

๐Ÿ“‹ Field Overview

Fields this template needs โ€” the fill page groups them into sections.

Company Company Name, Email, Street Address, Tax ID
Client Bill To (Client Name), Client Email, Client Address
Details Quote / Proforma Number, Issue Date, Valid Until, Currency
Items Item Description, Quantity, Unit Price
Notes Deposit / Prepayment %, Notes

๐Ÿ“ Companion Guide (Blog)

Every template ships with a usage guide: field explanations, tax tips and common mistakes โ€” see Blog.

Read the Guide โ†’

๐Ÿ’ณ Pricing

All templates are currently free โ€” no sign-up, no watermark, unlimited downloads. Premium templates with advanced layouts are planned and will be paid per document, so free templates stay free forever.

View All Templates โ†’

๐Ÿ’ก Usage Tips

  • A proforma is a quote, not a tax invoice โ€” label it clearly
  • Set a validity period (e.g. 30 days) so the quote expires predictably
  • Deposit percentage (e.g. 50%) tells the client exactly what is due upfront

โ“ FAQ

Is a proforma legally binding?

It is a quotation, not an invoice. It becomes binding once the client accepts and you issue a real invoice.

When is a proforma used?

For prepayments, deposits, imports requiring advance payment, or proposals that need formal pricing.