What is proforma invoice template xls?
A proforma invoice template xls is a pre-formatted document used by businesses to provide their customers with a detailed breakdown of costs and important information regarding a potential sale or transaction. It serves as a preliminary invoice that outlines the products or services being offered, their associated costs, and any applicable terms and conditions.
What are the types of proforma invoice template xls?
There are various types of proforma invoice templates xls available to cater to different business requirements. Some common types include:
Basic proforma invoice template xls: This type provides the essential fields to include necessary information such as product description, quantity, unit price, total amount, and contact details of the buyer and seller.
Detailed proforma invoice template xls: This type allows for a more comprehensive breakdown of costs, providing additional fields for itemized pricing, taxes, discounts, and shipping details.
Service proforma invoice template xls: Specifically designed for service-based businesses, this template focuses on detailing the services rendered, the hourly or fixed rate, and any additional charges.
Commercial proforma invoice template xls: This type is commonly used for international trade, including all the necessary details such as harmonized system (HS) codes, shipping terms, and payment methods.
Customizable proforma invoice template xls: This type allows users to personalize the invoice format to meet their specific branding and business needs.
How to complete proforma invoice template xls
Completing a proforma invoice template xls is a straightforward process. Here are the steps to follow:
01
Download and open the desired proforma invoice template xls from a reputable source or use a reliable online platform like pdfFiller.
02
Fill in the necessary details, including your company's name, logo, and contact information. Provide the recipient's details, such as their name, address, and contact information.
03
Add the description of the products or services being offered, along with their quantities, unit prices, and any applicable taxes or discounts.
04
Include any additional terms and conditions, such as payment terms, delivery details, or warranty information.
05
Double-check all the entered information to ensure accuracy and clarity.
06
Save the completed proforma invoice as a PDF or other compatible format and share it with the recipient.
By using a reliable platform like pdfFiller, you can easily create, edit, and share professional proforma invoices online. With unlimited fillable templates and powerful editing tools, pdfFiller simplifies the invoicing process and helps you get your documents done efficiently.
