Start by downloading the Proforma Invoice in Microsoft Excel (.xlsx) or Google Sheets.īegin by entering the name of the company directly below the main title. This can include a thank-you to the buyer or an address for them to send the invoice payment. Then, in the comments box, enter any notes or info the seller has for the buyer. For the PDF version, to ensure the ‘Total’ calculates correctly, enter the ‘sales tax’ in decimal format.Īt the bottom of the document, enter the number of days the client has to pay the invoice in full. Enter this value into the capitalized ‘TOTAL’ field. ![]() Once the first table has completed, repeat the process for any labor services being charged.įor the Word version, multiply the ‘subtotal’ field by the ‘sales tax’ field, and add the result to the ‘subtotal’ amount to find the invoice’s ‘total’ amount. In the Word version, the seller will need to calculate each amount field manually. In the PDF version, the amounts will calculate automatically. Next, in the first table, enter the products the client is being charged for. ![]()
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