Master Your Proforma Invoice Format in Excel for Product Quality

Proforma invoice format in excel for Product quality

Hi. Let me show you how to easily create a Proforma Invoice. Let's say that I'm an exporter based in the USA and I want to sell a 20-foot container of furniture products to my buyer in Australia. For the Seller, I can select from my pre-saved list or click, Create new to create and save new company details. Let's say, ABC Exports. The Buyer, I will select from my list. Method of Dispatch: by Sea. Type of Shipment: FCL. Port of Loading is Long Beach. Port of Discharge: Sydney. On the right, I put my Invoice Number... ...and Date. And I can choose to put a Delivery Date. Terms of payment, let's say, “50% deposit, balance upon Bill of Lading." And, I enter the products into my Pro Forma Invoice. I can click and select my products or click, Create new, to create and save new product details. So, I select some bar stools. All of the information is entered, I just have to enter the quantity. I click, Add Line, and keep adding more products. At the bottom, I can add any additional surcharges such as freight and other surcharges here. I can enter any additional information to the document or add my bank details here to help me get paid faster. Then, I select the IncoTerm, FOB at Long Beach. Select the currency, US dollars. Then, at the bottom, I sign and date the document. Place of issue is Long Beach. Select the date. Signatory Company is my company, ABC Exports. Name of Authorized Signatory is my name. Now, I can sign using my mouse or if I've already created my profile signature, I just click, Use Profile Signature and it will automatically insert into the document. At the top, I confirm my reference number. Then, click, Save and the document will be created. On the left, I can view the document and it will show exactly as I created it on my screen. On the right, I can download and print the document here. Open the PDF document and it will show exactly as I created it on my screen.