Professional Invoicing Software

Proforma Invoice Template

Are you seeking the right solution to create a proforma invoice for your client? Moon Invoice is your key collaborator to accomplish this task easily. Choose the proforma invoice template and streamline your billing process. Explore various customized invoice templates and create an invoice in any form - PDF, Excel, Word, Google Sheets & Google Docs.

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Proforma Invoice Template

Proforma Invoice Template

Download the Best Proforma Invoice Template

Generate the best proforma invoice without wasting time. Choose the smart approach of invoicing for your business with us.

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Printable Proforma Invoice Template

No need to choose traditional paper work for generating professional invoices. Generate a proforma invoice that could be easily printed out for your work.

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Blank Proforma Invoice Template

Are you looking for a blank proforma invoice template? Choose our templates which help you to create an invoice for your needs.

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Simple Proforma Invoice Template

Create a simple proforma invoice and let your deal go on in a smooth flow. Showcase your details in a straightforward way.

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Moon Invoice is here to make your billing super simple and effective. Form a professional invoice and outline your details clearly.

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What Is the Use of Proforma Invoice Templates?

What Is the Use of Proforma Invoice Templates?

What Is the Use of Proforma Invoice Templates?

Company owners can simplify their invoicing by using pro forma invoice templates. Beyond that, these templates play a vital role in the following points.

Assuring Accuracy

A pro forma invoice template always commits to accuracy in billing. Its in-built fields and auto-calculation concept help to create error-free invoices.

Boost Invoicing

Proforma invoice templates speed up the billing process by offering ready-to-use samples. Professionals can simply download the template and create an invoice within a second.

Save Time

Templates for proforma invoices act as a key partner in saving time. Its built-in functionality helps the user save time while generating invoices just by filling in the right details.

How Do You Fill Out or Create a Proforma Invoice?

A user can generate as many pro forma invoices according to their needs with Moon Invoice. The platform offers a fine solution to make billing handy & effective. One needs to simply download a free proforma invoice sample and follow the below steps.

  1. Download the free proforma invoice template in your preferred format (Word, Excel, Google Docs, Google Sheets, or PDF).
  2. Mention the business name along with the business address with city, state, and country details.
  3. Start filling out the basic details of the invoice, such as invoice number, currency, date, and due date. 
  4. Add your customer name followed by the billing address and shipping address (if required) with city, state, and country details.
  5. Include the complete details of your offered product or service with proper details of quantity & rate.
  6. Add applicable tax. 
  7. Include the terms and conditions.
  8. Add your notes 
  9. Review the details and save or download the final invoice.

Finally, when the invoice is ready, you must cross-check the same to eliminate any mistakes. Afterward, send the invoice to the client through email or WhatsApp.

How Do You Fill Out or Create a Proforma Invoice?

Steps to Fill Out an Invoice Sample Template: Example of Invoice

Why Should Business Owners Send Professional Proforma Invoices?

Professional proforma invoices are key contributors in simplifying the billing process and getting paid faster. Additionally, the following points justify the reason for sending professional looking invoices.

Establish Clarity

A Professional proforma invoice example helps establish clarity and reduces the chances of confusion. It showcases the details in a prescribed format with no complexity.

Helps In On-time Payment

Professional invoices are very useful in making on-time payments. Clear details about the unit price, total amount, and due date compel clients to send the payment on time.

Legal & Financial Preparation

Proforma invoices are supporting documents for the legal process. Both parties agree on the terms before issuing the final invoice.

Establishing Trust

Client-vendor relationships get stronger with professional-looking invoices. The clear details in the invoice eliminate the chances of a dispute between the parties.

Helpful In Record Keeping

Business owners and clients can easily keep track of records if the invoice carries a professional outlook. It can be used as a reference for auditing & future disputes.

Boost On-Time Payment

Professional-looking invoices boost cash flow and let the business keep its financial status up to the mark. Thanks to its accurate and clear details.

Keeps Your Business Finances Ahead With Clear Billing

Craft out perfect proforma invoices and keep the cash flow running smoothly.

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Best Invoicing Tips for Proforma Invoice

An invoice is a key to smooth billing but for better invoicing, you must follow the below tips:

  • Keeps the invoice clear, simple, and to the point
  • Don't forget to mention the due date and invoice number
  • Keeps the contact details accurate for establishing a smooth connection with the client
  • Mention the payment terms in simple and understandable language
  • Maintain accuracy in business details, customer information, and shipping address
  • Utilize a professional proforma invoice template for creating a professional invoice 
  • Review the invoice once before sending it to the client
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What Is the Best Time to Send a Proforma Invoice to a Client?

What is the Right Time to Invoice Your Hotel Guests?

What Is the Best Time to Send a Proforma Invoice to a Client?

A proforma invoice is different from a normal invoice. Professionals issue this invoice to make an agreement with the client about the price. So, the best time to send a proforma invoice is after agreeing on the cost with the client. Professionals can also send the proforma invoice early when there is a complex order and the client needs to understand the order well. There should be complete transparency between vendor and client.

Free Proforma Invoice Templates Vs. Moon Invoice

Are you confused about using a free proforma invoice template or invoicing software like Moon Invoice? Here are some sets of differences as per the functions mentioned. 

Set of Functions Free Proforma Invoice Templates
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Free Proforma Invoice Templates Free Proforma Invoice Templates Vs Moon Invoice Free Proforma Invoice Templates Vs Moon Invoice
Unlimited Invoicing Free Proforma Invoice Templates Vs Moon Invoice Free Proforma Invoice Templates Vs Moon Invoice
Automatic Payment Alerts Free Proforma Invoice Templates Vs Moon Invoice Free Proforma Invoice Templates Vs Moon Invoice
Automatic Invoice Tracking Free Proforma Invoice Templates Vs Moon Invoice Free Proforma Invoice Templates Vs Moon Invoice
Portal for Viewing Invoices Free Proforma Invoice Templates Vs Moon Invoice Free Proforma Invoice Templates Vs Moon Invoice
Send Invoice via WhatsApp Free Proforma Invoice Templates Vs Moon Invoice Free Proforma Invoice Templates Vs Moon Invoice
Time-Tracking Free Proforma Invoice Templates Vs Moon Invoice Free Proforma Invoice Templates Vs Moon Invoice
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Frequently Asked Questions

What Is a Proforma Invoice?

A proforma invoice is a document that sellers share with the buyer before confirmation of the deal. This invoice is sent to the client when he agrees to the prices. It is also known as a good faith agreement between the buyer and seller. These invoices are often used in international trading.

How Can I Customize a Proforma Invoice Template?

You can easily customize the proforma invoice template by using Moon Invoice. This platform offers 66+ customized invoice templates. As a user, you need to download the most suitable template and enter the required information. You can perform the following actions:

  • Adding the logo
  • Changing the font color and style
  • Modifying currency format
  • Adding shipping methods and notes
  • Adding more row and column sections to add product and service details

What Software Can I Use to Create a Proforma Invoice?

Moon Invoice is the best software to use when it's about creating a proforma invoice. It offers 66+ personalized invoice templates (PDF, Google Sheets, Docs, Word, & Excel). A user can easily create a proforma invoice with these templates with a professional touch. Also, the software offers the following features to manage invoices.

  • Convert to an invoice
  • Marked as Draft, Invoiced, Sent & Cancelled
  • Duplicates as invoices, Purchase Orders, and Proforma Invoice
  • Making a signature request
  • Check out the activity log

What Is the Difference Between a Proforma Invoice and an Invoice?

The major difference between a proforma invoice and an invoice is in the form of their purposes.

A proforma invoice is sent to the client before purchasing goods or services. It only gives an idea of the cost of the product and services and does not demand payment.

On the other hand, an invoice is a payment-requesting document sent after the client makes a purchase. It outlines the details of the purchased products or services along with the unit price and due date.