The charges included are usually subject to change. Although it contains the exact cost associated with the product’s shipping (s), it is not usually considered a demand for payment. For example, an institution may decide to send a proforma invoice before shipping a product. Proforma invoices are very important as they help ensure a smooth sales process by eliminating any queries that may arise as the terms of the sale are set and agreed upon upfront. Although they are binding in nature, the terms of the sale included are usually subject to change. These are usually used in international transactions, majorly for customs and imports purposes. The proforma invoice typically contains the date of issue, the quantity and description of the goods and or services being sold, shipment weight, shipment/transportation charges (if any), any taxes or fees, and finally the total amount payable.Ī proforma invoice also referred to as a pre-estimate or an off-set quote, is simply a document that accurately states the goods or services to be provided and the agreed-upon price for such goods or services. You can write down the name for your invoice template and the location where the template will be saved.Īnd voila! You've got a new invoice template that you can reuse.A Proforma Invoice is a preliminary bill of sale sent to a customer/buyer in advance of delivery of goods or a shipment, i.e., before work is completed or a required action is completed. Under the File menu, click on Save as Template. Once you're happy with your invoice template, you should save your work as a template so you can reuse it in the future! If you're unsure, check out our guide on what to include on your invoice so that you don't make mistakes! 3. You might need more information depending on your industry and type of business.
The date(s) the services or goods were supplied.A summary or list of services and goods rendered.The name, company name, and address of the client.A unique invoice number that you can change.If you're using a downloaded invoice template or sample, make sure that it has all the information you need.Īt the very least, you'll need the following: Whatever you choose to do, open up that file in Microsoft Word. Of course, you can also check out our list of ready to download and totally free invoice templates. You can then look around at the template options available, or search for an appropriate template (try searching for "invoice"!). To do the latter, just click File and then choose New From Template from your Microsoft Word menu. You can start from a plain document if you wish, or use one of the already-available templates in Word. There are many ways to start your new invoice template, but the first thing to do is to make a document that will serve as your template. There are four things you should consider when selecting an invoice template format to use
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