Pro Forma Invoice Templates
Pro forma invoices are sent before work is done or goods are shipped. They outline what items will cost so customers can make informed choices before purchasing.
Download free pro forma invoice templates below in Excel, Word, or PDF, or create your own with our free generator.
What is a pro forma invoice?
Pro forma definition: pro forma (Latin): for the sake of form
A pro forma invoice (sometimes spelled as a "proforma" invoice) works as an invoice draft. It lets customers know the initial price and allows vendors to proceed with the work. Pro forma invoices are typically sent ahead of the completion of a service or delivery of goods. They give buyers a sale price and sellers more security that they'll receive future payment (Read more: What is a Proforma Invoice?)
What are pro forma invoices used for?
Pro forma invoices operate similarly to quotes or estimates. They create an agreement between a vendor and a customer to provide a service or product at a specific price.
The biggest difference is that a quote or estimate is a separate document from the final invoice. In contrast, the pro forma invoice can be paid as a final invoice once everything is agreed upon and complete. Remember, these invoices are not legally binding unless attached to a contract.
What Industries Use Pro Forma Invoices?
Businesses that use pro forma invoice templates span across several industries:
Construction
Contractors use pro forma invoices to provide upfront pricing for materials and labor before signing contracts or breaking ground.
Freelancing
Freelancers and consultants share pro forma invoices to outline expected deliverables, timelines, and milestones before kickoff.
Frequently Asked Questions
Everything you need to know about Simplify Invoice, from creating invoices to managing payments and growing your business.
Simplify Invoice automates recurring invoices, client reminders, and payment tracking so you get paid faster without manual follow-up.
Yes! Add your logo, brand colors, custom payment terms, and choose from modern professional template layouts.
Absolutely. From solo freelancers to multi-member agencies and enterprise vendors, Simplify Invoice scales with your billing volume.
Yes, you can generate invoices and test out all features completely free without a credit card.
Yes, customizable polite email and SMS reminders can be scheduled automatically before, on, or after the due date.
Yes, set weekly, monthly, quarterly, or annual schedules to automatically charge clients or send invoices on time.
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