Proforma Invoice Template

Get your billing done quickly and easily with Agiled’s free proforma invoice template. Download, customize, send, and get paid quickly in the right way.

Get your Proforma Invoice Template

As a small business person, you might spend hours creating invoices from scratch. You don’t bother with a template, just out of sheer laziness, or just haven’t found one that fits all your business needs.
Fortunately, with the help of the free proforma invoice template from Agiled, you can easily create elegant and functional invoices that create impact and make you pay quickly and ideally.
Start creating and issuing a professional proforma invoice with Agiled today to get ahead of your competitors.
Our stylish and customizable templates are available in DOC, XLS, PDF, Google Docs, and Google Sheets. See more free templates.

Download Proforma Invoice Template

Blank Proforma Invoice Template

Download this stylish invoice template for your small business. This will help your brand to shine and speaks details to stand out clearly. Your customers will quickly come to know how much they owe, when, and where to make payments.

invoice template

Sample Proforma Invoice Template

Invoice your customers more quickly and accurately than ever with this high-quality invoice template. You can easily modify it to fit all your business needs. Download it now and say goodbye to overdue payments.

Free Proforma Invoice Template

Make your invoicing process simple, clear, uncomplicated, and very fast by using this free proforma invoice template from Agiled. This way, reflect your professionalism and ensure you get paid timely in the right way.

Proforma Invoices for Small Businesses

Do you also come across some customers who don’t pay their bills on time? Or do you want to reduce your business’s receivables and financial risk quickly and easily? 

Now it’s time to have a closer look at Agiled’s proforma invoice. With deservingly popular fee requests among small and medium-sized businesses, you can easily avoid undesirable VAT liabilities and reinforce your customers to pay faster. All with a few clicks. 

The Proforma invoice has several benefits in business. In general, the benefits of this invoice includes:

  • As a tool for showing price estimates.
  • Record the estimated products or services to be purchased. 
  • It can be used as a reference in financial books.
  • A valid reference if the item is going to be sold again.
  • Valid recommendations for tax invoices.
  • Reference for proof when there is a delivery error.

 Remember! It would be best to issue a proforma invoice to potential clients earlier than general invoices and receipts before sales and payments.

Proforma invcoie template 1

How to Use a Proforma Invoice?

Before you send a general invoice to your client for your goods or services, you may need to issue a proforma invoice to establish that all the details are in order.

By sending the proforma invoice, you provide the customer with a fee request document, which contains all the details of the general invoice, i.e it is clear precisely what products or services the customer will enjoy and in what value. 

Download the free proforma invoice sample from Agiled to create a high-quality proforma invoice of your own. 

Follow these few simple instructions to fill out your custom invoice below.

  1. Download your free proforma invoice template from Agiled.
  2. Add your name, business name, and contact details.
  3. Add your business logo in different fonts and colors.
  4. Add your customer’s name, business, and contact details.
  5. Include a unique invoice number, invoice issuance date, and payment due date.
  6. Add the services or goods provided and the description and cost for each.
  7. Calculate the total cost and enter it at the bottom.
  8. Add payment terms and additional information.
  9. Confirm that this is “not a VAT invoice”.
  10. Send the proforma invoice to your client via Agiled email or direct mail.

You can also add other transaction details that are considered important to the customer on the Proforma Invoice, including sales and marketing info.

Filling Out a Proforma Invoice Template

  1. Download your proforma invoice template from Agiled for free.
  2. Add your name, your business name, and contact details.
  3. Add your business logo.
  4. Add your customer’s name, business, and contact details.
  5. Add a unique invoice number, invoice issuance date, and payment due date.
  6. Add the services or goods provided and the description and cost for each.
  7. Calculate the total amount and enter it at the bottom.
  8. Add payment terms and additional information.
  9. Confirm that this is “not a VAT invoice.”
  10. Send the completed proforma invoice to your client via email or by post.

Creating a proforma invoice is a matter of minutes with the free template from Agiled. Download the sample, customize, and issue it to your client.

Some Other Templates

Download a Proforma Invoice Template for Free

Download, customizable, and send this stylish and flexible invoice template to ensure that you can get paid for your services quickly and accurately. Get the template today and accelerate your business invoicing process.

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