Proforma Invoice Generator

What is a Proforma Invoice?

A proforma invoice is a document sent by the seller outlining the intention to deliver the goods or services to the customer at an estimated price. It holds all the information related to the goods or services including tax, commission, discounts, shipping details and shipping cost. As a proforma invoice is just an estimated document, it is not a true invoice and is also generally issued before the tax invoice.

Create a Proforma Invoice Online Using Templates

You can create a proforma invoice online by using an invoice template in Word or Excel. But by doing this, you have to manually change the invoice number and then have to save the proforma invoice every time. You then have to manually convert it into an invoice which will be a time-consuming process.

The other method is to create a proforma invoice using invoicing software like Refrens. Invoicing software helps you to create a proforma invoice easily with pre-built proforma invoice features and proforma invoice template. No need for retyping the client details every now and then which eventually saves your time. Invoicing software helps you to create, manage and send proforma invoices online and also tracks all your invoices. It becomes easy and simple to finalize the invoice by simply converting the proforma invoice within a second.

Essential Elements of Proforma Invoice Template

The format of both the proforma invoice and the tax invoice is the same. The Proforma invoice template includes the same information as a tax invoice. The proforma invoice must include the following:

• Title and Date: Your proforma invoice must have the title “Proforma Invoice”. You must include the required details like Proforma invoice number, issue date and due date. Also try to add other reference numbers like quotation number, purchase order number.
• Add your details: add your company details like company name, address, state, country and all your contact information.
• Add client details: add your client details like name, address, contact information, state of supply etc.
• Product/service description: enter the product or service name with description, including tax value (if applicable), quantity, amount, discounts, commissions etc.
• Shipping Details: If you are selling physical products you can easily add the shipping details like challan number, date, transport number and shipping notes.
• Terms and conditions: add the terms and conditions of the product/service and also of your company.

Customize Proforma Using Proforma Invoice Template

Using a proforma invoice template, you can customize each and every detail of the proforma invoice. Add your personal/company logo, choose from the varied options of template and colors. Add multiple custom fields to the address section that are missing as per the requirements of your proforma invoice. Add multiple columns to the product/service section to describe more about the product or service you are going to offer. Enable discount column with just one click. Easy to add additional charges and to change the currency format. Refrens provide the feature of changing the font heading of your proforma invoices.

Professional Proforma Invoice Format to Get Paid Faster

Creating a proforma invoice is as essential as making it attractive and Once the proforma invoice is created, now it's time to make it attractive by customizing the proforma invoice. Select the best templates from multiple proforma templates that match your business requirements. Choose from 240 different colors and font headings. When the customization is complete, you will get the option of sending the proforma invoice via email. The best and most professional way to send the invoice to the clients. You can easily track the invoice to check whether the client has opened the email or not. You also get the option of downloading the proforma invoice and saving it as a PDF.

Add payment options like UPI(Unified Payments Interface), Debit or Credit cards, Net banking, wallets. You can also accept an amount using NEFT/RTGS or IMPS. Refrens support cards like Visa, Mastercard, Rupay, Amex. Easy to accept international payments. Your client can easily pay with a secure link. Refrens also give the facility to accept partial payments, advance payments, customize and manage invoices. Easily identify the status of your invoices like paid, unpaid, overdue.

Benefits of Using Proforma Invoice Format

• Free Forever. No Cost. No Hidden Charges.
• Create unlimited proforma invoices.
• Client Management - Save all your client data and avoid retyping of details.
• Beautifully designed Proforma Invoice Templates with more than 24 colors.
• Customizable Proforma Invoice - add additional fields, columns, change number format.
• Essential Business Reports - Proforma Invoice Reports, Client Reports etc.
• Add multiple users and businesses.
• Check all proforma invoice status - Paid, Overdue, Unpaid, Draft.
• Options to share proforms invoice - Download as PDF, email, print, share via Whatsapp or by copying the link.

Why Choose Refrens Online Proforma Invoice Generator?

Create full-featured and attractive online proforma invoices for your clients with Refrens Proforma Invoice Generator. Beautifully designed proforma invoices especially for freelancers, agencies and small businesses. With our user-friendly Proforma Invoice Generator, create your proforma for the products or services you provide. No re-entering of data is required for converting approved proforma to invoices.

Using Refrens Proforma Invoice Generator, you can create and manage unlimited proforma invoice for free without any hassle. Our Proforma Invoice Maker also supports multiple currencies and more than 200+ countries. If you have a business with global clients, you can change the currency on your invoice with just one click. You can also add your bank details or payment links to get paid on time with Free Proforma Invoice Generator.

Online proforma invoice creator provides you different proforma invoice templates to create proforma invoice online and also options to send invoices to the clients without any defer. Send invoices through Email or by sharing through WhatsApp. You can also print the invoice and download it as a PDF.

Cost of Proforma Invoice Maker

When searching for the perfect proforma invoice template, you come across different pricing models that can indirectly increase the cost of your business. So finding budget-friendly software is necessary especially for freelancers and small businesses. Some software charges for each invoice you create Whereas some software charges a monthly or yearly fee. Then there is software like Refrens which is completely free. There are no hidden charges. No signup or setup fee. You can create unlimited proforma invoices without paying a single penny. You will get the same feature as you get in paid software. Access all the essential features like recurring invoices, proforma invoice templates, reports, accept payments online, client management and many more. Refrens works on the revenue model of charging a small fee when you wish to receive payments online through a payment gateway.

Tools & Services provided other than Proforma Invoice Format

All the essential tools required for small businesses to run the business seamlessly is provided by Refrens. It includes tools like invoice maker, GST bill generator, quotation & estimate maker, purchase order generator, expense management. Other than these tools Refrens is also a marketplace that helps businesses to complete the work or project by connecting them with the best freelancers or agencies.