What is Pro Forma Invoice Template?
A Pro Forma Invoice Template is a document that is used to provide a customer with an estimated cost for goods or services before the actual sale takes place. It includes detailed information such as the description of the items, quantity, price, and any additional charges. This template is often used in international trade to help both the buyer and seller understand the expected costs and terms of the transaction.
What are the types of Pro Forma Invoice Template?
There are several types of Pro Forma Invoice Templates available to cater to different business needs. Some common types include:
Product-based Pro Forma Invoice: This type of template is used when the invoice is based on specific products or goods.
Service-based Pro Forma Invoice: This type of template is used when the invoice is based on services provided.
Time-based Pro Forma Invoice: This type of template is used when the invoice is based on a specific period of time, such as monthly or hourly rates.
Project-based Pro Forma Invoice: This type of template is used when the invoice is based on a specific project or job.
How to complete Pro Forma Invoice Template
Completing a Pro Forma Invoice Template is a simple process that involves the following steps:
01
Fill in your company's name, address, and contact information at the top of the template.
02
Provide the customer's name, address, and contact information.
03
Include a unique invoice number and date.
04
Describe the goods or services being provided in detail, including quantity, unit price, and any applicable taxes or discounts.
05
Calculate the total cost and any additional charges.
06
Clearly list the payment terms and any important conditions.
07
Add any additional notes or terms if required.
08
Review the completed template for accuracy and make any necessary adjustments.
By following these steps, you can easily complete a Pro Forma Invoice Template and provide your customers with an accurate cost estimate for their desired goods or services.