What a proforma invoice should include
Include seller and buyer details, a unique proforma reference, issue date, item or service description, quantity, rate, tax estimate, total, validity, delivery terms and payment terms.
proforma invoice template
Proforma Invoice Template and Format Guide
Use a proforma invoice before the final sale to show expected items, pricing, tax estimate, delivery terms and payment terms. Keep it clearly labelled so it is not confused with the final tax invoice.
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INVOICE
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Proforma Invoice Template and Format Guide1₹5,000
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Invoice image sample
proforma invoice template image preview
This keyword-focused invoice preview gives Google Images and users a visual sample of the format before they create the real invoice.
Proforma Invoice Template and Format Guide sample invoice preview with GST-ready fields. Sample values only.
Proforma invoice vs final invoice
A proforma invoice gives the buyer an invoice-style preview before the sale is final. After approval, delivery or supply, issue the appropriate final invoice or tax invoice for your transaction.
Use Word, Excel or PDF carefully
Word is useful for a simple one-time layout and Excel is useful for calculations. Share the completed proforma as PDF so the formatting is stable, and use a separate proforma reference number.
How it works
From blank invoice to PDF in a few steps
1
Add seller and buyer details.
2
Use a unique proforma reference such as PI-2026-001.
3
List items, quantity, rate and expected tax.
4
Add validity, delivery and payment terms.
5
Share a PDF, then issue the final invoice after confirmation.
Search intent
Built for people who want a useful result now
Create or understand a proforma invoice before a final sale, delivery or GST tax invoice.
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Continue with the next practical step: calculate tax, create invoice numbers, send reminders or issue receipts.
FAQs
What is a proforma invoice template?
A proforma invoice template is a reusable layout for a preliminary invoice. It shows expected products or services, price, tax estimate and terms before the final invoice is issued.
Is a proforma invoice the same as a tax invoice?
No. A proforma invoice is generally a preliminary document. Use the correct final tax invoice when the sale or taxable supply is completed.
Can I use a proforma invoice template in Word?
Yes. Word works for a simple editable layout, but export the final version as PDF before sharing it with a customer.
Can I include GST on a proforma invoice?
You can show an expected GST amount, but final GST treatment and the final tax invoice should follow your actual transaction. Confirm details with your accountant when needed.
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