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Proforma Invoice

Free proforma invoice template — a preliminary bill of sale sent before goods/services are delivered, common in international trade.

This free proforma invoice covers Goods/Services, Terms with 11 clearly marked [placeholder] fields to fill in — built for small businesses and individuals documenting a loan or expense putting financial terms in writing so both sides have a clear, shared record. Copy it into your own word processor, fill in the placeholders, and review it — or adapt it — before use. It's part of docstoc's free document template library, alongside business, legal, real estate, finance, and HR templates. Every template here is free to copy with no signup required, and each one carries a plain disclaimer: this is a starting point for informational purposes, not a substitute for advice from a licensed professional in your jurisdiction.

Template — click to edit

Proforma Invoice

Proforma Invoice #: [Number] · Date: [Date] Valid until: [Date — proforma invoices are typically only valid for a limited time]

Seller: [Name, Address] Buyer: [Name, Address]

Goods/Services

DescriptionQtyUnit PriceTotal
[Description][Qty][Price][Total]

Subtotal: [Amount] Shipping/Handling: [Amount] Estimated Total: [Amount]

Terms

Payment terms: [e.g. "50% deposit to confirm order, balance before shipment"] Estimated delivery: [Timeframe] Incoterms (if international): [e.g. FOB, CIF]

This is NOT a demand for payment and does not constitute a final invoice or tax document — actual amounts may change based on final order details.

*A proforma invoice is used to confirm order details and pricing before commitment (and often for customs/import estimates) — issue a final commercial invoice once the goods actually ship.*

docstoc.io

Edit directly in the box above. Download PDF anytime — the docstoc.io footer is always included and cannot be removed.

What's included

Who this template is for

Freelancers & solo founders

Handling routine business paperwork without commissioning custom legal drafting for every document.

Small businesses

Standardizing recurring documents — leases, agreements, notices — across a growing operation.

Anyone reviewing before signing

Using a clear starting structure to understand what a document should cover, even if a lawyer finalizes it.

Informal lending & reimbursements

Money changing hands between people or a business and its team, without a bank's paperwork.

FAQ

Is this proforma invoice template really free?

Yes — this Proforma Invoice template on docstoc is free to view, edit online, and download as a PDF with no account or signup required.

What does this proforma invoice cover?

This finance template includes Goods/Services, Terms. Fill in the [bracketed] placeholders, edit any clause online, then download a PDF — the docstoc.io footer stays on every export.

Is this legal advice?

No. This covers the standard structure, not the interest-rate limits, disclosure requirements, or tax implications that can apply depending on your state and the amount involved. Check those specifics with an accountant or financial attorney before you rely on it.

Can I edit the wording?

Yes. All 11 placeholder fields and every clause are editable right on the page — change what doesn't fit, then download an updated PDF anytime.

Where can I find more free templates like this?

Browse more free finance and related document templates in the docstoc library at /document-templates/.

More free document templates

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Why use this instead of a generic template

Security

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Legality

Templates are drafted for general use, not a substitute for legal advice — check the note on each page for specifics.

Privacy

No account or signup needed to copy a template — nothing you type here is stored unless you choose to sign up.

Speed

Copy the subject and body directly — no form to fill in, no export step, no waiting on a download link.

Mobile-friendly

Every template page works the same on a phone as a desktop — copy on the go, no app required.

API available

Building your own tool? docstoc's API covers invoices, reminders, and templates directly.