How to Create a Proforma Invoice in Excel (Download Free Template)

A proforma invoice serves as an initial bill or invoice. It is utilized to request payment from a committed consumer for products or services before the items are delivered. The invoice includes a detailed description of the products, the total amount payable, and all other essential information regarding the transaction.

Step 1 – Create Dedicated Slot for Shipping Information

• Choose a shape (such as the Scroll: Horizontal shape) to set a title for your proforma invoice. While inserting the shape is optional, it enhances the invoice’s appearance.
• In the Insert tab, click the drop-down arrow under Illustrations, click on Shapes and select your desired shape (Scroll: Horizontal).

• Click and drag your mouse to insert the shape.
• Type the title inside the shape (e.g., PROFORMA INVOICE).

• Format the cell according to your requirements.

• In the range of cells B6:B11, write down the necessary information about the seller.

• The 2nd is reserved for the seller information.

• Insert a suitable border between each section (double-line border between slots, outside border for visual clarity).

• Add your organization’s logo by selecting cell I1, clicking Illustrations, select Pictures, and choosing the logo.

Step 2 – Design Product Details

• In the range of cells B13:J13, create a title for the product list.

• In cell J14, insert the following formula to round the price amount of that product:

=ROUND(H14*I14,0)

• Drag the Fill Handle icon to copy the formula up to cell J18.

• Format cells B14:J14 using the 20%- Accent 1 style from the Cell Styles menu.

• Click on the Format Painter option from the Clipboard group and apply the same formatting to rows 16 and 18.

• Set an outside border around the product list and the right border for each column.

Step 3 – Estimate the Final Bill

Set Up the Subtotal Amount:

• Select the range of cells H20:I20.
• Click the Merge & Center option in the Alignment group on the Home tab.

• • Title the merged cell as SUBTOTAL AMOUNT and format it as desired.

  

  =SUM(J14:J18)

  

  • Add Additional Entities:
    • In the range of cells I21:I27, input the following entities (e.g., freight charge, taxes, insurance, inspection charge). Customize these items as needed.

    

    =ROUND(J20*10%,0)

    

    =ROUND(J20*10%,0)

    

    • Calculate Total Amount:
      • Merge the range of cells H28:I28 and title it as TOTAL AMOUNT.
      • In cell J28, calculate the final bill:

      =SUM(J20:J23)

      

      • Add Signature Sections and Disclaimer:
        • Include two signature sections for the shipper and the consumer.

        

        • • Add a disclaimer for shipping agents and other authorities to ensure smooth transaction operations.

          

          • Our proforma invoice is ready to use.

          

          Step 4 – Verify Proforma Invoice with Sample Data

          • Input sample data as shown in the image.

          Verify Proforma Invoice with Data" width="1124" height="536" />

          • Add $200 for freight charges and $200 for insurance.
          • Verify that the complete bill is accurate.

          Verify Proforma Invoice with Data" width="1130" height="900" />

          Download Template

          You can download the template from here:

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          Save Saved Removed 0 Soumik Dutta

          Soumik Dutta, having earned a BSc in Naval Architecture & Engineering from Bangladesh University of Engineering and Technology, plays a key role as an Excel & VBA Content Developer at ExcelDemy. Driven by a profound passion for research and innovation, he actively immerses himself in Excel. In his role, Soumik not only skillfully addresses complex challenges but also demonstrates enthusiasm and expertise in gracefully navigating tough situations, underscoring his unwavering commitment to consistently deliver exceptional, high-quality content that. Read Full Bio

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