Proforma Invoice Format In Excel

Proforma Invoice Format In Excel

Using our proforma invoice template, you can create invoices within minutes.

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Proforma Invoice Format in Excel
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Proforma Invoice Format in Excel
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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.

Proforma Invoice Format in Excel

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.

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.

Proforma Invoice Format in Excel

Why Use Excel Format For a Proforma Invoice?

Proforma invoices help streamline your business sales processes. You can make professional proforma invoices using our free excel formats within minutes. Here are some reasons that will help you understand why choosing excel format for proforma invoices can help 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

We have made our proforma invoice formats in excel comparable with any standard layout. It contains all the required fields to fill in your transaction details. So you don’t need to spend time on manual formatting. Moreover, it also allows flexibility to edit and add/remove the fields to make them compatible with your unique business requirements.

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 do not even need to sign up or avail of any trail pack to access our basic design options. Further, you can create unlimited proforma invoices using our excel formats and send them to your customers at zero cost.

How To Use Proforma Invoice Format in Excel?

Proforma Invoice Format in Excel

Follow these simple steps to create a proforma invoice format in a excel:

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.

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:

The proforma invoice formats are available for multiple industries, including retail business, freelancing, contracting, and consulting. You can edit the excel format easily for any changes relevant to your industry. After creating the proforma invoice, you can send it to the client over email or WhatsApp within minutes.

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. 

Proforma Invoice Format in Excel

A proforma excel format in excel is a great way to create invoices effortlessly for your customers. Structuring invoices from scratch takes away your time and efforts. Using our free proforma templates in excel, you can enter the details with a well-structured and detailed invoice. Once created, it is ready to impress your potential clients and boost your sales.

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Frequently Asked Questions

How much do I need to pay for the proforma invoice format in Excel?

Proforma invoice formats are free to use for anyone. You do not have to pay anything. To help small business owners, we have kept basic proforma formats free to download with no restrictions on use. You do not need any credit card or sign-up to download them for free.

Can I add GST details in the proforma invoice?

You can mention GST rates applicable to every item/service in the invoice to inform your customer about taxes and the total payment they need to make. However, you cannot collect any GST or even payment from the proforma invoice. For this purpose, you need a final invoice. Once the sale is confirmed, it is easy to convert proforma into a final invoice in excel format.

Can I use these proforma invoice excel formats on a mobile phone?

Yes, you can easily create excel proforma invoices using our free formats on your Android device. You can use them wherever and whenever you want to create any number of invoices for your customers.