Proforma Invoice Templates

There are 2 ways to create a proforma invoice.

1. Offline mode
2. Online mode

In offline mode, you have to create a proforma invoice template in Word or Excel and then add the information required for your needs. This will take you more than a day if you are creating the proforma invoice from scratch.

And Also especially if you are creating the template in Word then you have to manually add the calculation of the proforma invoice as Word can not add the calculation automatically.

Moreover, You have to always duplicate the previous proforma invoice to create a new one and also you have to search for the proforma invoice if it gets finalized to create an invoice.

This method is both time-consuming and has lots of human effort.

In the online method, you can directly download the proforma invoice template from any of the websites and can start editing the proforma invoice. But in the end, you will again have to download the proforma invoice every time you have to create a new proforma invoice.

And again you have to search for the proforma invoice in your computer folder if you want to convert a particular proforma invoice to an invoice.

And then there is one more method online, which is using a tool like Refrens proforma invoice generator.

Here you don’t have to create the proforma invoice template form from scratch, here all the fields are pre-defined for you. You just have to fill up all the important fields that you think are important for your business transactions and boom you are ready with your proforma invoice.

Also, every proforma invoice created on Refrens is saved so you don’t need to search for them again. You can edit in the future, delete, or can cancel the proforma invoice.

As Refrens proforma invoice provides a dedicated dashboard for your proforma invoice, it becomes easy and simple for you to find a particular proforma invoice.

Here is a step-by-step guide to creating a proforma invoice using Refrens proforma invoice template.

Proforma Invoice Header

This section includes the 3 components such as the title, logo, and invoice number.

Title - Always add “Proforma Invoice” as the title of your documents so that the client won’t get confused between invoice and proforma invoice.

Business Logo - Refrens provide you the option to add a business logo at the top of the proforma invoice. It shows the professionalism of your business and by logo, most of the client gets to know whose document he is viewing.

Proforma invoice number - The proforma invoice you create must have a unique number so that it becomes easy to find the proforma invoice in the near future, which helps in creating the reports and new invoices based on the proforma invoice.

Not just the proforma invoice number, you also have to add the invoice date and due date of the document.

Proforma Invoice Body

This section includes 2 parts and it is the details of the supplier and buyer. The second part includes the product name and description.

You have to add the supplier details in the “Billed By” section when adding buyer information to the “Billed To” section of the proforma invoice. You can add details like company name, address, phone number, email address, and postal code. And if you want to add more details then you can easily use our custom field option to add more details in this section.

The second part includes the product and description section, where you add the product name with description, total quantity, rate, and the total amount of the proforma invoice. You can give additional discounts or can charge additional charges like shipping charges or freight or packaging charges as well.

Proforma Invoice Footer

This section includes the terms and conditions of the proforma invoice. You can here add the detailed terms and conditions of the product, company, return terms, shipping, and payment terms as well.

You get the option to sign the document, you can either upload the signature or can directly sign. Along with you also get additional columns such as to add attachments, notes, and bank details if you want to.

And all this data gets saved on Refrens so that if you want to create an invoice, you can convert the proforma invoice to an invoice directly.