Proforma invoice template

A preliminary invoice sent before goods ship or work begins. Start from realistic example items, change anything, then download a PDF or send it with a link your client can pay online.

Free invoice generator
  • Free to use
  • 8 designs
  • PDF and Word downloads
Proforma invoice template, first page

What is in this template

  • Stainless steel bottles 750 ml (500 unit)
  • Custom laser engraving (500 unit)
  • Export packaging (1 lot)
  • Example total: $4,738.30 including tax, in the Corporate design
  • Notes: This is not a tax invoice. A final invoice will be issued on shipment.
  • Terms: Payment in advance. Goods ship within 10 days of payment.

How to use it

  1. Open it. Click Use this template. The editor opens with the example items, notes and terms filled in.
  2. Make it yours. Pick your client, change the items and prices, add your logo and brand colour. The live preview shows the PDF as you type.
  3. Send it. Email it with the PDF attached and a link where your client can pay by card, or download it as PDF or Word.

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Questions

Is this proforma invoice template free?

Yes. Use it with the free invoice generator, or with a free BooksBat account to save clients, send it by email and track when it is viewed and paid.

Can I change the design and colours?

Yes. It uses the Corporate design, and you can switch to any of the 8 designs, add your logo and pick your brand colour. The PDF and the Word file follow your choice.

Can my client pay online?

Yes. Connect your own Stripe account and the invoice gets a Pay now button. Clients pay by card and the money goes to your Stripe account. Without Stripe, your bank details are shown instead.

Which currencies and taxes work?

Any currency, including ones without decimals like the Japanese yen, and as many tax rates as you need, including compound taxes. Totals are calculated exactly.

65 free invoice and quote templates

For freelancers, trades, studios, agencies and shops. Every one works in any currency and design.

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