Free Proforma Invoice Templates (Word, Excel)
InvoicesTemplates
FAQ
Do proforma invoices replace contracts or purchase orders?
No, they’re not legally binding like contracts, but they set expectations. Use proforma invoices to outline terms; follow up with a signed contract or purchase order for enforceable agreements. Include a clause like 'Subject to final contract terms' to manage client assumptions.
Can I use a proforma invoice for services instead of physical goods?
Absolutely. For services, focus on deliverables (e.g., 'Website redesign: 3 revisions included'), hourly rates, milestones, and deposits. Customize templates to replace quantity/weight fields with timelines or service-specific metrics like 'consulting hours' or 'software licenses.'
What happens if my client’s currency changes between the proforma and final invoice?
Specify in the proforma that final invoicing uses the exchange rate on the invoice date or a fixed rate at quote time. Add a note like ‘Prices quoted in USD are subject to FX adjustments per bank rates at payment’ to avoid disputes over fluctuating values.
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