Proforma Invoice Format in Excel
Using our proforma invoice format in excel, you can create invoices within minutes.
Download Free Proforma Invoice Template in Excel
Download our professional proforma invoice template for free, and customization it to fit your needs at no cost.
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Highlights of Proforma Invoice Template in Excel
We’ve put in a lot of effort to make sure you get the best template possible
All versions are print friendly
Built From scratch
Include essential invoice elements
Automatically calculate subtotal & grand total amount
Consistently formatted
What is a Proforma Invoice Format in Excel?
A proforma invoice is a document issued to provide a clear estimate of the cost of goods/services to a potential customer before signing a deal. It is similar to a blueprint of a final agreement with the customer. The proforma invoice helps share the terms of sale with a customer. A well-structured proforma invoice prevents any misunderstanding and potential future conflicts regarding the scope of the order.
You cannot use an estimated proforma invoice for accounting as you need a final invoice for that, but you can convert it to an invoice once you have finalised the deal. Using it serves the major purpose of streamlining the sales process. So you need to ensure that you send a perfectly structured proforma invoice to look professional and gain approval from a potential client.
Why Use Excel Format For a Proforma Invoice?
Proforma invoices streamline your business sales processes. Create professional invoices in minutes with our free proforma invoice template Excel free download. Here are reasons why opting for Excel format for proforma invoices benefits your small business:
1. Seamless Design:
Excel is the most user-friendly and handy format for any business owner. It has convenient features to calculate numbers using formulas which helps avoid all calculation errors. Using Excel format, you can create a well-crafted invoice. Further, the designs help small and medium business owners handle invoicing seamlessly.
2. Complete Invoicing Layout
Our Proforma invoice format excel are designed to match any standard layout, complete with all necessary fields for transaction details. Save time with no manual formatting required. Plus, enjoy the flexibility to edit and customize fields to suit your specific business needs.
3. Boost Invoicing Speed
Any business owner can not afford to take too much time drafting proforma invoices manually. So, to save time and effort, they can use our Proforma invoice formats for invoicing their clients. Using our proforma invoice formats in excel, you can speed up the sales process and avoid unnecessary waste of time and efforts with automation.
4. Fully Customisable:
You can customise our Excel format for proforma invoices uniquely and attractively to showcase the professionalism of your business. Using the invoice, you can easily add your business logo, colour, and font styling to represent your brand’s identity. Further, you can edit the fields and format to meet your unique business requirements.
5. Send Invoices Online:
Once you have created a proforma invoice using our Excel format, you can easily send it to your customers online. You can send it over WhatsApp or email seamlessly within minutes. Further, you can print the invoice using a printer in your store and hand it over to your customers directly.
6. Free Formats:
You can create attractive proforma invoices in Excel format at no cost using our free proforma invoice templates in Excel. You don’t need to sign up or use any trial pack to access our basic design options. Plus, you can generate unlimited proforma invoices using our Excel formats and send them to your customers for free.
How To Use Proforma Invoice Format in Excel?
Follow these simple steps to create a proforma invoice format in Excel download:
- Download excel format: Pick a template of your choice from our website. Download it and open it on your desktop/PC.
- Customize fields: Select the colour, logo, font, and other details and design it to match your branding. You can also add or remove the fields to meet your business requirements.
- Fill the details: Mention everything you need in the invoice, including product/service details, estimated cost, and discounts/taxes (if applicable).
- Save and send: Check for any errors or miscalculations in the invoice and save it on your device. Now, your proforma invoice in excel format is ready to send.
Create your first GST invoice with our free Invoice Generator
Advantages Of Using a Proforma Invoice Format in Excel
Professional Look:
Using excel format, you can present your business professionally and provide accurate details using a comprehensive excel invoice format. Our excel formats add professionalism to your communication and thus help provide a better customer experience. Moreover, it presents you as a trustworthy and credible business partner to a potential client.
Industry-Specific Invoices:
Our proforma invoice formats cater to various industries such as retail, freelancing, contracting, and consulting. Easily customize the Excel format to suit your industry’s needs. Once created, you can swiftly send the proforma invoice to clients via email or WhatsApp.
Access Anywhere:
You can access the proforma invoice formats in Excel from anywhere on your device. You can create and send them anytime, anywhere. Moreover, excel formats also help you deliver invoices faster than your opponents as it helps automate multiple requirements like calculation and inclusion of basic details.
Make Proforma Invoice Using Excel Format Now
Proforma word formats are a simpler and faster solution to create invoices effortlessly. Don’t let structuring invoices from scratch eat up your time. Simply enter the details and a well-structured and detailed invoice is ready to impress your clients and boost your reputation.
Utilizing our proforma Excel format simplifies invoice creation for your customers. Crafting invoices from scratch consumes time and effort. With our free Excel proforma templates, you can easily input details into a structured and detailed invoice. Once completed, it’s primed to impress potential clients and enhance sales.
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Frequently Asked Questions (FAQs’)
Our free download proforma invoice format in excel are completely free for anyone to use. There are no charges whatsoever. We offer basic proforma formats for free download, with no restrictions on usage, to support small business owners. No credit card or sign-up is required for free download.
While you can specify GST rates for each item/service to inform customers about taxes and total payment, collecting GST or payment isn’t allowed. A final invoice is required for this. Once the sale is confirmed, it’s simple to convert the proforma into an Excel invoice formats.
Absolutely! You can effortlessly generate Excel proforma invoices on your Android device using our free formats. Create invoices anytime, anywhere for your customers.
To create a proforma invoice format in Excel (pi format in excel), you can follow these steps:
1. Download a proforma invoice template from a website like Vyapar or create your own using the pro forma sample invoice format.
2. Open the template or a new Excel sheet and enter your company name, logo, address, and contact details in the header section.
3. Enter the buyer’s name, address, and contact details in the shipper details section.
4. Enter the shipping method, date, terms, and other information in the shipping details section.
5. Enter the product or service description, quantity, unit price, tax, discount, and total amount in the product details section.
6. Calculate the subtotal, tax, and total amount using Excel formulas and enter them in the final bill section.
7. Add additional information in the footer section, such as payment options, delivery instructions, or legal terms.
8. Save the proforma invoice as a PDF file and share it with the buyer.
