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Invoicing & Billing · Estimates & Quotations

Pro Forma Invoices

Create professional pre-sale invoices with automatic calculations for quotes and advance billing.

This template generates pro forma invoices for goods or services before final delivery or payment. It includes company details, itemized line items, and automatic tax and total calculations using formulas. Perfect for service businesses, wholesalers, and B2B companies that need to issue advance invoices, quotes that look official, or preliminary billing documents before contracts are finalized.

What's inside

  • Company header with address fields
  • Itemized line items with quantity and rate
  • Automatic subtotal and tax calculations
  • SUMIF formulas for conditional totals
  • ROUND function for precise currency formatting
  • Professional invoice layout
#pro forma invoice#quotes#billing#B2B#preliminary invoices#sales

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.xlsx · 1 sheet · included with lifetime access

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