How do I create a proforma invoice in Excel?

Start by opening a new Excel document and creating a table with appropriate columns for the invoice information, such as item description, quantity, unit price, and total amount. Include a header row with the company's name, contact information, and a unique invoice number.

Is there an invoice template in Excel?

Constructing an invoice in Excel is great because it comes with a gallery of customizable templates to create different types of invoices for your business, which saves you time and results in a quicker invoice process. Simply fill out the template and email it to your customer as a PDF.

How to create a pro forma invoice?

There are a few main elements of a proforma invoice, including: Company name and contact information. Customer or client name and contact information. Shipping information. Item names. Item descriptions. Price per unit. Total cost per line item. Total invoice cost.

What is a proforma invoice?

A proforma invoice is a way for the buyer to show the seller how much they'll need to pay once they receive their goods or services. They're typically used when a buyer has confirmed the sale, but there are still a few details to iron out, such as quantity, materials, or delivery date.

How to create a proforma invoice in Excel?

Steps to Create a Proforma Invoice Format in Excel Open a new Excel sheet. Using the sample proforma invoice format, create a table with the required rows and columns. The fields must accommodate all the details required to create a proforma invoice.

Does Excel have an invoice template?

You can create professional looking invoices with a template that you can customize for your business. Fill it out in Word or Excel and send it electronically as a PDF or print it. Find Word and Excel templates for: Invoices.

Electronic Signature
Features
Invoice templates
Create Proforma Invoice Excel Easily

Create and Manage Your Proforma Invoice Excel Effortlessly

Q: How to generate a pro forma invoice?

One way of creating a proforma invoice is to adjust an invoice template in Word or Excel to become a proforma invoice template by removing the invoice number and changing the title of the document. You then have to save the proforma invoice, attach it to an email, and manually convert it to a finalised invoice.

Streamline your invoicing process with airSlate SignNow's user-friendly eSigning solution. Save time and reduce costs while ensuring secure document management.

Sign documents online

Learn more

Collect payments & signatures

Learn more

Add wet ink signature online

Learn more

Sign documents on iPhone or iPad

Learn more

Award-winning eSignature solution

Move your business forward with the airSlate SignNow eSignature solution

Create your signature in seconds on any desktop computer or mobile device, even while offline. Type, draw, or upload an image of your signature.

Deliver a seamless eSignature experience from any website, CRM, or custom app — anywhere and anytime.

Organize multiple documents in groups and automatically route them for recipients in a role-based order.

Collect signatures faster by sharing your documents with multiple recipients via a link — no need to add recipient email addresses.

Create unlimited templates of your most-used documents. Make your templates easy to complete by adding customizable fillable fields.

Create teams within airSlate SignNow to securely collaborate on documents and templates. Send the approved version to every signer.

See airSlate SignNow eSignatures in action

Create secure and intuitive eSignature workflows on any device, track the status of documents right in your account, build online fillable forms – all within a single solution.

Try airSlate SignNow with a sample document

Complete a sample document online. Experience airSlate SignNow's intuitive interface and easy-to-use tools
in action. Open a sample document to add a signature, date, text, upload attachments, and test other useful functionality.

sample

Checkboxes and radio buttons

Try a sample document

sample

Request an attachment

Try a sample document

sample

Set up data validation

Try a sample document

Understanding Proforma Invoices in Excel

A proforma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods. It outlines the expected costs and terms of sale. Using Excel to create a proforma invoice allows for easy customization and calculation of totals. Users can input item descriptions, quantities, and prices, which Excel can then use to automatically calculate totals, taxes, and discounts.

Steps to Create a Proforma Invoice in Excel

To create a proforma invoice in Excel, follow these steps:

Open a new Excel worksheet and set up your header. Include your business name, address, and contact information.
Label the invoice with the title "Proforma Invoice" and include a unique invoice number and date.
Set up columns for item descriptions, quantities, unit prices, and total prices.
Input your product or service details into the respective columns.
Use Excel formulas to calculate total amounts for each item and the overall total.
Review the invoice for accuracy before saving or sending it.

Benefits of Using Excel for Proforma Invoices

Creating proforma invoices in Excel offers several advantages:

Customization: Users can tailor the layout and design to fit their branding.
Automation: Excel's formulas can automate calculations, reducing the risk of errors.
Accessibility: Excel files can be easily shared and opened on various devices.
Record Keeping: Users can save and organize invoices for future reference.

Common Use Cases for Proforma Invoices

Proforma invoices are commonly used in various scenarios:

When a buyer requests an estimate before making a purchase.
For international transactions to facilitate customs clearance.
In situations where a seller needs to confirm the order details before shipment.

Tips for Effective Proforma Invoices

To ensure your proforma invoices are effective:

Be clear and concise in item descriptions to avoid misunderstandings.
Include payment terms and conditions to set clear expectations.
Double-check all calculations for accuracy before sending.
Use a professional format to enhance credibility.

Saving and Sharing Your Proforma Invoice

Once your proforma invoice is complete, save it in a widely accepted format such as PDF for easy sharing. This format preserves the layout and ensures that the recipient can view the document as intended. You can then send the invoice via email or upload it to a secure document-sharing platform for added convenience.

airSlate SignNow solutions for better efficiency

Keep contracts protected

Enhance your document security and keep contracts safe from unauthorized access with dual-factor authentication options. Ask your recipients to prove their identity before opening a contract to proforma invoice excel.

Stay mobile while eSigning

Install the airSlate SignNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and proforma invoice excel later when your internet connection is restored.

Integrate eSignatures into your business apps

Incorporate airSlate SignNow into your business applications to quickly proforma invoice excel without switching between windows and tabs. Benefit from airSlate SignNow integrations to save time and effort while eSigning forms in just a few clicks.

Generate fillable forms with smart fields

Update any document with fillable fields, make them required or optional, or add conditions for them to appear. Make sure signers complete your form correctly by assigning roles to fields.

Close deals and get paid promptly

Collect documents from clients and partners in minutes instead of weeks. Ask your signers to proforma invoice excel and include a charge request field to your sample to automatically collect payments during the contract signing.

Collect signatures

24x

faster

Reduce costs by

$30

per document

Save up to

40h

per employee / month

Our user reviews speak for themselves

Kodi-Marie Evans

Director of NetSuite Operations at Xerox

airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite.

Check 5000+ reviews

Samantha Jo

Enterprise Client Partner at Yelp

airSlate SignNow has made life easier for me. It has been huge to have the ability to sign contracts on-the-go! It is now less stressful to get things done efficiently and promptly.

Check 5000+ reviews

Megan Bond

Digital marketing management at Electrolux

This software has added to our business value. I have got rid of the repetitive tasks. I am capable of creating the mobile native web forms. Now I can easily make payment contracts through a fair channel and their management is very easy.

Check 5000+ reviews

be ready to get more

Why choose airSlate SignNow

Free 7-day trial. Choose the plan you need and try it risk-free.
Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
Enterprise-grade security. airSlate SignNow helps you comply with global security standards.

Start free trial

How to generate a proforma invoice excel using airSlate SignNow

Generating a proforma invoice in Excel can enhance your invoicing workflow, especially when utilizing airSlate SignNow. This platform not only enables you to create and organize documents effectively but also offers a smooth eSignature experience. Follow these steps to utilize airSlate SignNow for your invoicing requirements.

Steps to generate a proforma invoice excel with airSlate SignNow

Launch your web browser and head to the airSlate SignNow website.
Sign up for a free trial or log into your current account.
Choose the document you intend to sign or send for signatures.
If you plan to reuse this document, transform it into a reusable template.
Access your document and make necessary adjustments, such as adding fillable fields or inserting specific details.
Sign the document and add signature fields for the recipients.
Click 'Continue' to set up and send an eSignature invitation.

By utilizing airSlate SignNow, businesses can experience a high return on investment due to its wide array of features in relation to cost. The platform is intuitive and scalable, making it suitable for small to medium-sized enterprises. With transparent pricing and no hidden charges, you can also rely on outstanding 24/7 support for all paid plans.

Begin optimizing your invoicing workflow today with airSlate SignNow. Register now and discover the advantages firsthand!

How it works

Upload a document

Edit & sign it from anywhere

Save your changes and share

airSlate SignNow features that users love

Speed up your paper-based processes with an easy-to-use eSignature solution.

Edit PDFs
online

Generate templates of your most used documents for signing and completion.

Learn more

Create a signing link

Share a document via a link without the need to add recipient emails.

Learn more

Assign roles to signers

Organize complex signing workflows by adding multiple signers and assigning roles.

Learn more

Create a document template

Create teams to collaborate on documents and templates in real time.

Learn more

Add Signature fields

Get accurate signatures exactly where you need them using signature fields.

Learn more

Archive documents in bulk

Save time by archiving multiple documents at once.

Learn more

Connect airSlate SignNow to your apps

Check out airSlate SignNow integrations

Data accuracy, security, and compliance

airSlate SignNow is committed to protecting your sensitive information by complying with global industry-specific

Learn more about security

be ready to get more

Get legally-binding signatures now!

Start your free trial

FAQs

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Need help? Contact support

What active users are saying — proforma invoice excel

Get access to airSlate SignNow’s reviews, our customers’ advice, and their stories. Hear from real users and what they say about features for generating and signing docs.

Excellent Time saving experience

5

Administrator in Real Estate

What do you like best?

Ease of use of interface - there is no question at what stage each document is at.

Read full review

Customer Service Spec

5

Lesa B

What do you like best?

It's easy to download on any phone. Customer's really like it.

Read full review

Very intuitive and easy to navigate.

5

Leia B

What do you like best?

I like how I can take any document and upload to the Signnow platform. It's easy to add in customizable elements on our documents for clients to fill in. Clients love how they can log back in to review the document without having to sign immediately, I like how SIgnnow keeps me informed of the history of the document - who has viewed it, when they view it, their last login, etc. I also like how I am sent a copy of the document once all elements have been completed.

Read full review