Pro forma invoice
A preliminary invoice for advance payments or customs, with priced items, validity date and payment terms.
What this template asks for
Required fields must be filled before you can finalise the document. Optional fields stay on the page if you need them.
Required
- Pro forma details
- Issue date
Optional
- Pro forma details
- Valid until · Subject
- Customer
- Name · Company · Address · Postal code · City · Country · Email
- Clause
- Heading · Text
- Terms
- Payment terms
- Notes
- Notes
Opens account creation with this template selected. The preview above is the same output you get when you export.