Quick answer: A proforma invoice format has a clear "Proforma Invoice" title, seller and buyer details, reference number and date, itemised quantities and rates, estimated tax, total, payment and delivery terms, a validity date, and a line stating it is not a tax invoice.
Proforma invoice example
The GST rate above is only an illustration. Use the rate that applies to your goods or services.
Excel, Word and PDF formats
- Excel: automatic totals with SUM and percentage formulas.
- Word: flexible layout for terms-heavy documents.
- PDF: best for sending. Our online generator exports PDF and Excel with 20 templates.
Export proforma invoice format: extra fields
Add currency, Incoterms (FOB, CIF), HS code, country of origin, port of loading and discharge, IEC number, and bank with SWIFT code.
Use the free template
Frequently asked questions
What is the format of a proforma invoice?
Title, party details, number and date, itemised lines, estimated tax, total, terms, validity and a "not a tax invoice" note.
How do I make a proforma invoice in Excel?
Set columns for item, HSN/SAC, quantity, rate and amount. Use SUM and percentage formulas for tax and total, then save as XLSX or export to PDF.
What extra details does an export proforma invoice need?
Currency, Incoterms, HS code, origin, ports, IEC number and SWIFT details.
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