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Get Your Free Proforma Invoice Template

Get ahead of the game.

As a small business owner, you have a lot to do when it comes to keeping your clients happy and doing amazing work. Now you can breathe easy knowing that you will get paid what you are due, the right way.

With a proforma invoice, you can be sure that you and your clients are on the same page, even before the official invoice is sent.

Create and send a professional proforma invoice with FreshBooks today.

Available in .DOC, .XLS, or .PDF., Google Docs and Google Sheets. Visit our main page for more free templates.

Download a Proforma Invoice Template

Blank Proforma Invoice Template

A proforma invoice is an estimated bill that you send your clients before the official invoice. With the blank proforma invoice template, you can create and send this document for free. Download here.

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Invoice with FreshBooks

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Not sure what to include on your proforma invoice? No worries. The sample proforma invoice template outlines exactly what you need. See the instructions below to learn more about sending a proforma invoice.

Download as:

Sample Proforma Invoice Template

Not sure what to include on your proforma invoice? No worries. The sample proforma invoice template outlines exactly what you need. See the instructions below to learn more about sending a proforma invoice.

Download as:

View More Formats

Free Proforma Invoice Template

Send free estimations to your clients with the free proforma invoice template from FreshBooks. This way, you can give your clients a heads-up, and ensure you get paid the right way and on time.

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Invoice with FreshBooks

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Proforma Invoices for Small Businesses

You have probably heard of good, old-fashioned invoice, but what is a “proforma invoice”?

As a small business owner, you are familiar with the process of onboarding your clients, negotiating terms and finally deciding on a price. Once you work out the finer details, however, you need a way to confirm that everyone is on the same page.

A proforma invoice is a precursor to the official invoice. It lets your clients know ahead of time what services are being delivered, when they will be completed and how much the project is going to cost. In other words, it is a “heads up” before they are faced with sending payment.

Sending a proforma invoice can be nice because it lets your clients know what to expect. It also gives them time to figure out their financials in preparation for paying you for your services. Note that a proforma invoice is not a true VAT invoice.

Before you send the official invoice, consider sending a proforma invoice in order to make sure that your client is prepared for the work you are doing. This will just make the project go more smoothly.

There are many reasons for using a proforma invoice for your business. You can use a proforma invoice to:

  • Notify clients of product delivery dates and details
  • Outline the services being provided by your business
  • Send them a statement of how much services or goods will cost
  • Let them know of your accepted payment methods
  • Inform them of the payment due date and terms
  • Declare the value of goods for customs

Using a proforma invoice may be a good idea if you are in the process of sending goods to customers or are finalizing your fees for your services. It ensures that all details are tied away and ready for the work to start.

Then, once you are ready for the project to start, you can send a standard VAT invoice. This will be what your client refers to when making a payment. Until then, a proforma invoice will do the trick in getting everything else squared away.

How to Use a Proforma Invoice

Before you send an official invoice for your work, you may want to send a proforma invoice to confirm that all the details are in order.

A proforma invoice is an estimated invoice to let clients know of the services or goods being delivered, the value of said goods, the costs and the payment terms.

Before you start on a project, send a proforma invoice so that your client understands all of the details and is prepared to pay you in a timely manner. Download the free proforma invoice sample from FreshBooks to create a proforma invoice of your own.

Learn how to fill out your custom invoice below.

  1. Download your free proforma invoice template
  2. Add your name, your business name and your information
  3. Customize with your business branding and logo
  4. Fill out the customer’s name, business and details
  5. Include a unique invoice number, invoice date and payment due date
  6. List the services or goods provided and the description and price for each
  7. Calculate the total cost and include it at the bottom
  8. Add your business payment terms and additional information
  9. Make sure to specify that this is “not a VAT invoice”
  10. Send the proforma invoice to your client via , email or direct mail

Create your own proforma invoice in a matter of minutes with the free template from FreshBooks. Simply download the sample, customize and send it to your client.

Get ahead of the game with your invoicing for your small business. The proforma invoice template makes it easy to create invoices of your own, without breaking the bank.

Filling Out a Proforma Invoice Template

  1. Download your free proforma invoice template
  2. Add your name, your business name and your information
  3. Customize with your business branding and logo
  4. Fill out the customer’s name, business and details
  5. Include a unique invoice number, invoice date and payment due date
  6. List the services or goods provided and the description and price for each
  7. Calculate the total cost and include it at the bottom
  8. Add your business payment terms and additional information
  9. Make sure to specify that this is “not a VAT invoice”
  10. Send the proforma invoice to your client via email or direct mail

Create your own proforma invoice in a matter of minutes with the free template from FreshBooks. Simply download the sample, customize and send it to your client.

Get ahead of the game with your invoicing for your small business. The proforma invoice template makes it easy to create invoices of your own, without breaking the bank.

Download Free Templates
Download a Invoice Template

Download a Proforma Invoice Template for Free

Create your very own proforma invoice for your small business with the latest template from FreshBooks.

Downloadable, customizable and easy to send, this template it made to ensure that can get paid for your work the right way. Find out why business owners in the US, UK and across the world are turning to invoice templates for their business needs.

Get the template today and take your small business invoicing to the next level.

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