Proforma Invoice Format
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Proforma invoice formats in Excel, with the shipping and billing blocks, item table, quantities, rates and totals already set up. Enter your figures and the totals calculate on their own.
A proforma invoice is a quote sent before goods ship or work begins — it commits to a price but is not a demand for payment. Alongside the templates, these pages explain what one is for, who issues it, how it differs from a tax invoice, and what a valid proforma should contain.
There are also formats and guidance for particular systems, including QuickBooks, WooCommerce and SAP.
