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Proforma Invoice Excel Template

5.0 (3 reviews)

Free Download Proforma Invoice Excel Template. Easily generate your invoices. Professional design with company logo. Printable & all in Excel.

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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! Presentantation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

3 reviews for Proforma Invoice Excel Template

  1. 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.

  2. 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.

  3. 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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