Clearly not a tax invoice
The title is editable per invoice, so the document says what it is, and you can add a note that it is not a request for payment.
Classic preset, retitled
Pro forma invoice template
A pro forma invoice template titled correctly, with a validity note, a signature line for acceptance and your final invoice's layout. Free, in the browser.
A pro forma invoice is a preliminary bill — a commitment of what will be charged, sent before goods ship or work starts. It must be titled so it is not confused with a tax invoice, and it usually carries a validity period and space for the client to accept.
This template takes the Classic layout, renames the title to "Pro forma invoice", adds a text block for validity and a signature line. When the deal is confirmed, duplicate it, rename the title and it becomes the final invoice. Invoice vs receipt vs quote explains where each document fits.
Exporters and product sellersAgencies confirming scope before a depositAnyone whose client needs a document to raise a PO
What is on this template
- Header titled "Pro forma invoice" with logo and reference number.
- Details rows: reference, date of issue, valid until.
- From / Bill To side by side.
- Items lined table with estimated quantities and rates.
- Totals with subtotal, taxes and total.
- Text block for validity and conditions, Signature line for acceptance.
Why it works
Duplicate into the real invoice
One click duplicates the document with a fresh number; retitle it and issue it as the final invoice.
Acceptance built in
A signature and date line gives the client a place to confirm, on paper or on a printed PDF.
Start from the Pro forma invoice
It opens straight in Generate — start from this layout and send it today.