Proforma invoice template
Download a free proforma invoice template to share preliminary costs before delivery and final billing.
Why businesses use proforma invoices
Align on scope and pricing
Proforma invoices help both sides agree on products, quantities, pricing, and terms before delivery.
Reduce misunderstandings
Important details are reviewed in advance so you can correct assumptions before final billing.
Support pre-delivery workflows
Useful for approvals, international shipping documents, and pre-sale communication.
What a proforma invoice should include
Use these fields so the document is clear, reviewable, and ready to convert into a final invoice.
Proforma number for reference.
Date of issue.
Seller details and business information.
Buyer details and contact information.
Description of goods or services.
Estimated quantities and prices.
Estimated tax and total amount.
Validity period and delivery terms.
Proforma document vs final invoice
A proforma invoice previews a sale. A final invoice is the official payment document after delivery.
Pre-sale planning document.
Non-binding overview of scope and costs Shared before goods/services are delivered Used to align terms and reduce uncertainty
Post-delivery billing document.
Official payment request Sent after delivery or billing milestone Used for accounting and payment tracking
Frequently asked questions about proforma invoices
It is a preliminary bill of sale sent before delivery so buyer and seller can approve details in advance.
A proforma is non-binding and pre-sale. A normal invoice is sent after delivery and requests payment.
They are used to confirm scope, pricing, taxes, quantities, and terms before final delivery and billing.
It cannot replace a final invoice for accounting and payment collection after delivery.
Use it before delivery when sale details need agreement, then issue a final invoice once terms are fulfilled.
Start invoicing with Nexbal
Use Nexbal to create and send professional invoices with less manual work.