What is the Proforma Invoice Template in Google Docs and Sheets format?
The pro forma invoice template is a preliminary or estimated pricing list that is provided to the customer with a clear understanding of each product and price before they are shipped. This template includes the buyer’s and seller’s needed information.
Simplify the creation process of the invoice with the proforma invoice template, then share it with your clients via email, download the invoice in your choice of formats, or print it.
What Are the Elements of the Proforma Invoice Template?
The pro forma invoice template has five elements: the business section, which includes the company information and logo; then the client section, which includes the contact name and shipping details; and then comes the auto-calculation itemized table for products and services, which contains seven columns. You can add more or delete the existing ones.
At the end of the invoice, you will find the payment instructions and the payment summary, then the configuration tab.
The elements of the Proforma invoice template are:
- Header Information: This section includes detailed business and invoice data, as well as the business logo.
- The client information: this section includes the customer details and shipping address.
- Itemized Table: Through this table, you can add many rows with the feature of the automatic calculation of the quantity and unit price.
- Remarks/Payment Instructions: It consists of total hours, hourly rate, discount, total pre-tax, tax rate, total tax, and balance due, with a feature to edit these parts and add what suits your business.
- Configuration Section: This section includes terms & instructions for this invoice type.
Why is the Proforma Invoice Template for Google Docs and Sheets important?
This template is vital to your business; it is available in two formats, is fully customizable, and is free to download. You can easily download the invoice when you finish, in a variety of formats such as PDF, Word, or web page. Use the pro forma invoice template now to simplify your business invoice creation.
- Using this template will ensure the transaction between the two parties
- With the Proforma invoice template, you can easily record the services and items provided to ensure prompt payment.
- This template consists of a detailed iterated table that offers detailed pricing, which helps both parties remain on the same page.
- It maintains both parties’ rights, plus the record of your work daily, weekly, or monthly, helping you measure and analyze your work step by step.
- Using invoices also helps in registering and identifying each sales transaction within the accounting section.
- Inform the client to pay the agreed charges with clear information about prices, discounts, and items being sold.
- This template is evidence of the transaction between the two parties.
- The invoice is a record of the materials and hours involved in itemizing field technicians’ services to a client.
How To Fill Out Your Google Sheet Invoice
It is simple to fill out your Google Sheet or document invoice in simple steps:
- Fill the company tab
- <Your Company Name>
- <123 Street Address>
- <City, State, Zip/Post Code>
- <Phone Number>
- <Email Address>
- Then the client details
- <Contact Name>
- <Client Company Name
- <Address>
- <Phone>
- <Email>
- At the end, the project details
- <Project Name /Depth>
- <Project Description>
- Don’t forget to register the date and the invoice number.
- Enter the service items and their prices.
- Share the invoice with the client via email or print it and deliver it by hand.
Who uses the invoice template in Google Docs and Sheets?
The invoice templates are beneficial to every store manager, small business owner, and cashier. It helps retail businesses and B2B businesses keep records of the accuracy of sales, purchases, and payments.
