Proforma Invoice Template
A proforma invoice is a preliminary invoice sent before a sale is final. It gives customers a clear breakdown of costs and terms before work starts or products are delivered.
With Docelf, you can create proforma invoices easily. Just use the invoice template and change the document name in the Add-ons menu to "Proforma Invoice." Once the customer confirms, you can duplicate it into a final invoice with a single click.
If you prefer, you can also use a Docelf estimate template or quote template for the same purpose.
- PDF, Email or Print
- Convert to a Receipt
- See when your invoice has been opened
- Keep track of due dates and payments
Proforma Invoice Templates by Docelf
Docelf’s proforma invoice templates are designed for businesses that need to send cost estimates before completing a job or sale. You can:
- Fill in your business and customer details.
- List products or services with estimated costs.
- Customize the document name to "Proforma Invoice."
- Send it directly from Docelf and track when it's opened.
- Duplicate it into a final invoice when confirmed.
Below are 9 proforma invoice templates available in Docelf. Pick the one that fits your business best.
Other Invoice Template File Formats
Looking for an invoice template that fits your workflow? We offer options in Word, Google Docs, Excel, and Google Sheets to suit your needs.
Need a polished and professional layout? A Microsoft Word invoice template keeps formatting easy and flexible. If you prefer automated calculations and team collaboration, an Excel or Google Sheets invoice template is a great choice. For simple, cloud-based editing, a Google Docs invoice template ensures quick and accessible invoicing.
No matter your industry, these templates help you create invoices that are professional, clear, and easy to use.
- Word Invoice Template
- Google Docs Invoice Template
- Excel Invoice Template
- Google Sheets Invoice Template
- PDF, Email or Print
- Convert to a Receipt
- See when your invoice has been opened
- Keep track of due dates and payments
How to Write a Proforma Invoice
A proforma invoice serves as a cost estimate before an actual invoice is sent. It includes the same details as a regular invoice but is not a request for payment. Instead, it outlines the expected costs, terms, and conditions so the customer knows what to expect before agreeing to the transaction.
- Business Information: Include your company name, logo, and contact details.
- Customer Information: Add the customer's name, business, and contact details.
- Document Label: Make sure the title says "Proforma Invoice." You can do this in Docelf by changing the document name in the Add-ons menu.
- Invoice Number and Date: Assign a reference number and include the date the proforma invoice is issued.
- Description of Products or Services: List all items with their expected costs and quantities.
- Total Amount: Include the subtotal, applicable taxes, and the total estimated cost.
- Terms and Conditions: Mention any deadlines, validity period, and additional details.
- PDF, Email or Print
- Convert to a Receipt
- See when your invoice has been opened
- Keep track of due dates and payments
Customize the Proforma Invoice
With Docelf, you can easily personalize your proforma invoice. Change the document name to "Proforma Invoice" in the Add-ons section, add your company logo, and adjust colors to match your brand.
If you need an alternative way to send a cost estimate, try using a Docelf estimate template or quote template. Both options work well for sending preliminary pricing details before a sale is finalized.
Your invoice isn’t just a bill—it’s part of your brand. Customize it with these simple options to make every invoice look professional and uniquely yours.
- Add Your Logo: Build trust and make your invoices instantly recognizable.
- Pick Your Fonts and Colors: Choose a font and color that reflect your business style.
- Choose Your Currency: Select from USD, AUD, CAD, GBP, and EUR for international invoicing.
- Customize Your Invoice Name: Rename your invoice to match your business needs, whether you're a contractor, freelancer, or service provider.
- Personalize Your Footer: Add key details like your email, phone number, or website to keep communication easy.
- Attach Supporting Documents: Include contracts, breakdowns, or reference images to provide extra clarity.
With these options, your invoices will look as polished and professional as your business. Happy invoicing!
- PDF, Email or Print
- Convert to a Receipt
- See when your invoice has been opened
- Keep track of due dates and payments
