Our pro forma invoice template is designed to streamline your billing process while maintaining a professional appearance. Impress your clients and ensure accurate transactions with ease.Â
The template includes all necessary details to highlight your business’s services and products effectively, including item descriptions, terms of sale, and more.
Used by 156 people
Rated 4.5
Follow these simple steps to use our free pro forma invoice template effectively:
Use this TemplateFollow these simple steps to use our free pro forma invoice template effectively:
A pro forma invoice is the initial bill of sale shared with customers before the delivery of goods or services. It outlines the terms of the transaction, including a description of the items, their prices, and any additional charges, such as shipping details and taxes.Â
Unlike a standard invoice, a pro forma invoice is not a demand for payment but rather an estimate provided to inform the buyer and prevent misunderstandings. It is commonly used in international trade administration to declare the value of goods for customs purposes, ensuring transparency and compliance.
Follow these simple steps to use the pro forma invoice template from Zomentum effectively:
Our template offers pre-designed layouts, customizable fields, and easy integration with accounting software, saving you time and effort.
A pro forma is commonly used by exporters and importers to provide an estimate of the transaction value for customs purposes. Manufacturers and suppliers use it to outline the terms of a sale before finalizing the transaction.
Service providers, such as consultants and freelancers, can also use a proforma invoice to give clients a detailed estimate of costs before commencing work. Essentially, any business or professional that needs to provide a preliminary bill of sale can benefit from using a proforma invoice template.
An invoice is a final document issued after goods or services have been delivered, detailing the transaction, including the final price, payment date, and payment method. It serves as a request for payment and is recorded in the seller’s and buyer’s accounting records.Â
In contrast, a pro forma invoice is a preliminary document issued before the delivery of goods or services. It provides an estimate of the transaction, including descriptions, quantities, and prices, but does not demand payment. The pro forma invoice is used to inform the buyer and prevent misunderstandings, often in international trade for customs purposes.
People issue pro forma invoices primarily to provide an estimate of the transaction details before the final sale is completed. This helps in setting clear expectations between the buyer and seller, reducing the likelihood of misunderstandings.Â
Pro forma invoices are regularly used in international trade to declare the value of goods for customs purposes, ensuring a smooth delivery process. It also assist buyers in securing financing or import licenses by providing a detailed overview of the transaction.
By issuing a pro forma invoice at the appropriate time, you can improve communication, manage expectations, and strengthen your business relationships.Â
A proforma invoice should be issued:
Before a contract is signed: To provide a detailed overview of the proposed goods or services and their costs, facilitate negotiations and ensure both parties are on the same page.
When requesting a deposit or advance payment: To secure a commitment from the customer and cover upfront costs like materials or labor.
For customs purposes: To declare the value of goods that are being imported or exported to ensure compliance with customs regulations.
For internal planning: To estimate revenue and track project progress.
No, a pro forma invoice is not legally binding. It acts as a document that specifies the proposed terms of a transaction but does not create a contract. A legally binding agreement typically requires a signed contract or purchase order.
However, while not legally binding, a pro forma invoice can be used as evidence of an agreement or intention to enter into a contract. It can also be useful in addressing disputes or misunderstandings.
Using a Pro Forma Excel Template offers several advantages for businesses. Firstly, it simplifies the process of creating detailed financial projections, allowing for accurate forecasting of income, cash flow, and balance sheets. This helps in making informed business decisions and strategic planning.Â
Secondly, the template ensures consistency and professionalism in financial documents, which can impress clients and stakeholders. Additionally, it saves time by automating complex calculations, reducing the risk of errors.Â
A Pro Forma Excel Template can help enhance efficiency, accuracy, and clarity in your financial planning. Use the proforma invoice template from Zomentum to create professional invoices and impress your clients.
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The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system. Zomentum replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms.
Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.
Zomentum has helped us in tracking quotes from customers without having to send PDF attachments in our e-mails and manually sign them. The support team is very receptive and always takes our suggestions in order to make it a better tool. I hope they continue improving it with more and more integrations to reduce manual entries as much as possible.
From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.
Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.
With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.
The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system. Zomentum replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms.
Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.
Zomentum has helped us in tracking quotes from customers without having to send PDF attachments in our e-mails and manually sign them. The support team is very receptive and always takes our suggestions in order to make it a better tool. I hope they continue improving it with more and more integrations to reduce manual entries as much as possible.
From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.
Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.
With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.
Our pro forma invoice template is designed to streamline your billing process while maintaining a professional appearance. Impress your clients and ensure accurate transactions with ease.Â
The template includes all necessary details to highlight your business’s services and products effectively, including item descriptions, terms of sale, and more.