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Proforma Invoice Excel Template

4.5 (12 reviews)

Printable proforma invoice format in Excel. Generate your proforma invoices in seconds. Professional design with company logo. Ready to use.

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TEMPLATE DESCRIPTION

Nowadays companies have to deal with a large volume of proforma invoices on a daily basis, based on customer requests. However, writing so many details for each customer over and over again is really time-consuming. Therefore Proforma Invoice Excel Template has been formed for the companies who would like to automate a lot of the hard work easily and quickly.

Proforma Invoice Excel Template Features:

The solution we have created includes 5 main parts:

  • Customer Database,
  • Product Database,
  • Payment Details,
  • Detailed Invoice
  • Simple Invoice

You need to complete only the customer database, product database, and payment details once you start to use our template. Then you will only need to fill in details that can vary from one invoice to another or from one customer to another.

Customer Database

Firstly, you can add all customer information in the customer database. Proforma Invoice Template supports up to 500 contacts. That’s to say, the information in this tab will be dynamically connected to other parts, so fill in carefully. You only need to complete this part once and update it whenever you have new customers.

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Above all, please note that it is very important to specify the content of each customer, as they are grouped in continents for easier access to the invoice pages.

Product Database

The Product Database has a similar logic to the customer database. So you can add all the necessary details here and update them whenever you decide to increase your product base. Again the template supports up to 500 products.

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Because the product details are dynamically connected to the invoice tabs pay special attention to completing the categories and other details carefully.

Payment Details

Proforma invoices also include payment options, so we decided to make this part easier. In order to have selectable options in the invoice tabs, we added a Payment Details page where you can fill in different payment options.

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After completing the first 3 parts of the template everything else is easier. Now you have a tool that will help you generate pro forma invoices much, much faster.

Detailed Proforma Invoice Template

You can use the Detailed Invoice for customers who want shipping details included.

First of all, insert your logo and company details and put the date and invoice number manually. Moreover, the contact details are dynamically connected so you can just select the continent and name of your customer.

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Besiders, the other table at the top of the page contains the shipping method. After you select your shipping method you can manually insert the shipping date, volume, weight, number of packages, and Port of Loading.

In addition, you only need to select the product category, the product name, and the quantity in the invoice details.

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Finally, at the very top of the page, you can choose a payment method and manually write the origin of goods.

Simple Proforma Invoice Template

If shipping details are not necessary you can use Simple Invoice.

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Since the details you enter in the database (for the customer, product, and bank details) are going to show up on both versions of the Proforma Invoice, all you have to do is choose the right form to send to your customer.

Features Summary:

  • Easy to fill Proforma Invoice Template
  • Two Different Invoices according to shipping details
  • Full Print Ready
  • Informational notes included
  • No installation needed. Ready to use.
  • Works both on Mac and Windows
  • Compatible with Excel 2007 and later versions

Proforma Invoice Template is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

12 reviews for Proforma Invoice Excel Template

  1. Amy G.

    I have using Proforma Invoice Excel Template for a while now, and I say it has exceeded my expectations. It’s so easy use and saves me a lot of time…

  2. Emma MS

    I faced some issues while trying to update the payment details. It would be great if you could fix the bugs related to this.

    • Someka

      Hello, thanks for getting in touch with us. Can you please send your file to us and we can check it: contact@someka.net

  3. Joel S

    I love how easy and efficient template is to use. The customer database and product database are really helpful in saving time and efforts.

  4. KadirCan

    I found it difficult to navigate through the excel, especially while adding new products to the product database. It would be great if you could make the interface more user riendlie.

  5. Alison Batson

    Does Proforma Invoice Excel Template support multiple currency? It would be great if we can switch between currencies easily.

    • Someka

      Thank you for your recommendation! At the moment, you can add any numerical value in the currency of your choice.

  6. Vasiliki Kramer

    Happy to purchase this template, easy to use.

  7. Tarkan Kevin

    Super easy but completely useful.

  8. David Santos

    How i am supposed to use thi s template while all sheets are locked!!

    • Someka

      Hello there,
      Our templates are ready to go right away, and you don’t need to do anything to unlock them. We’ve put password protection on certain sections to keep users from making accidental changes like overwriting a formula or deleting a calculation column.
      So to unlock the sheets, just use the password that we sent you first with the zip file.
      Please check this link for more information.
      Hope it helps you.

  9. Cole Pinner

    Thanks for making this template. We always missed some easy but really important things to matter like this template.
    I really liked this template and I wanted to share it with my work partners, should I change my license? Can you help me?

    • Someka

      Glad it was useful for you!

      When you buy a modifiable version of our templates on our website, you are offered to choose a license as Single-User or Multi-User. If you want to share it with your colleagues in the same organization, you need to purchase the Multi-User License. Find more information about our license types here.

  10. Sherzod

    like this template is easy to use and I am happy to say that Someka templates are very helpful to me in organizing and analyzing mywork.

  11. Angelique

    The template is really wonderful but I have a small problem and I messaged the customer support team but didn’t get any response from them, do you have a phone number

    • Someka

      Hello Angelique.

      We provide support services only via live chat and email.
      We aim to respond to all emails within a 24-hour. Can you send your inquiry again?
      If possible, please send your email from a different account, since sometimes some servers cannot deliver emails to our server correctly or they are filtered by our system.

  12. Johnson Q

    Hi I have downloaded this template but I’m also interested in getting a quote for custom shipping and delivery templates. Can we also add these features to existing template? I need an automated Bill of Lading, Delivery Rate Confirmation (similar to invoice), and shipment log database with customers.

    • Someka

      Hi Johnson,
      First of all thanks for your interest!
      The existing version of the Proforma Invoice template does not allow you to do those. But, you can also have a look at our more complex and comprehensive quotation templates if you need a database to record the invoices and delivery information. Please visit our invoice templates section.
      Hope that helps!

    • Johnson Q

      Thanks to you I saw your commercial invoice template and purchased it. It is really great for me. But, I just need customization on some parts. Actually, I am not sure but I hope it doesn’t need huge effort to do. Is it possible to give support to me about this topic?

    • Someka

      Hi Johnson, we will be happy to help you. We have contacted you via your mail address. Please check your mailbox!

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