Are you looking for a proforma invoice template?
Almost every business deals with invoices in one way or another. And if you are looking for a simple proforma invoice template then you are in the right place!
Here are answers to the questions you didn’t know you had about proforma invoices, and a list of the best tools invoicing tools on the market:
Pro forma, originally two words, is a Latin term that means “for the sake of form” or “as a matter of form”.
A pro forma invoice, or proforma invoice is a preliminary invoice that does not include any legal or fiscal values. Therefore, it can not be used in accounting records, nor recurring billings.
Proforma invoices are often used for international transactions, especially for customs purposes on international trade. Unlike a commercial invoice, a proforma invoice does not request payment.
Similar to an estimate, a proforma invoice provides a prospective buyer with the description of goods or services that he is going to buy, that will be invoiced to him, but also the general conditions of the sale.
A proforma invoice is not mandatory but it facilitates commercial exchanges. In addition:
A proforma invoice is similar to an estimate. Some people even use it instead of the latter.
But there is a (subtle) difference:
Moreover, estimates are mostly used in the construction sector.
The difference must be clear and noticeable:
The content of the final invoice may differ from the proforma, after negotiation of the terms of sale, or the price. Its date of issue, in particular, must be updated with the day of acceptance for the final invoice.
Like any invoice, a certain amount of information is required:
Finally, on the proforma invoice, there should be a header template with your company logo and information.
Here is a free proforma invoice template to get started.
You now have your own free template.
Nevertheless, we recommend that you continue reading to find out more about how you can save time in creating and managing your bills and invoices.
Why? Because you can go from an estimate to a purchase order, from a proforma invoice to a final invoice, in just a few clicks and in an electronic format.
Numbers are generated automatically, and you can monitor your cash flow, send reminders quickly and track your process.
Above all, you can spend your time on other tasks, at the cost of less... administration!
There is no lack of references in this area. Whether you are a self-entrepreneur, VSE, SME, you will find good examples of cloud-based solutions below.
Among them, Zoho Invoice is a billing and invoicing software that simplifies online invoicing for entrepreneurs and small business owners.
Use Zoho Invoice to spend more time growing your businesses and less time sending out invoices. Zoho Invoice’s list of features include:
With Freshbooks, you can send invoices, receive payments sooner, and focus on other tasks whilst the software takes care of your billing and invoicing, all from an online platform.
Completed with automated payment reminders, tracking features, and customization tools, brand your system and design invoices with your company's logo and colors!
Wave Invoicing is a free invoicing and billing software that can be personalized to your business functions. With this solution, you will be able to create unlimited customizable professional invoices quickly through an online platform.
Why should you choose Wave Invoicing?
Now that you know the value of proforma invoices, use it to improve your customer relationship management.
Personalize your proforma invoice, and highlight your added value. You have a real communication tool about your product or service, and the benefits that you can add to it.
If you stand out from the competition, especially for your fast and responsive support to prospects, there is a good chance that they will become customers and that the proforma becomes the final invoice.
