Invoice template

Proforma invoice template

A worked example proforma invoice: a committed price and terms sent before delivery, for advance payment or customs. Download or send live.

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This is a free proforma invoice template: a worked example invoice you can download as a PDF, Excel, or Word file, or open as a live invoice and send in about 30 seconds. The example below is filled in with realistic line items, amounts, and payment terms for proforma work. The sender block is left blank ("Your business name") because that is the part you fill in with your own details.

Your business name

Your street address
Your city, Your country

SAMPLE-001

Issued Aug 13, 2026
Due Sep 12, 2026

Bill To

Meridian Imports Ltd

45 Trade Center Road Miami, FL 33131 United States

PO Number

PI-2026-0091

Currency

USD

Description Qty Price Total
Product A, per unit 100 $45.00 $4,500.00
Product B, per unit 50 $78.00 $3,900.00
Freight and handling 1 $320.00 $320.00
Subtotal $8,720.00
Total Due $8,720.00

Proforma invoice for advance payment. This is not a demand for payment or a tax invoice. Goods ship on cleared funds. Valid for 30 days from the issue date.

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Free, no signup. The download is a clean template you fill in with your own details.

What this template includes

The fields every proforma invoice realistically needs, laid out the way an accounts payable team expects to read it:

  • •Your business details: name, address, and tax ID. Blank in the template, ready for you to fill in.
  • •Client and billing entity, with a clear Bill To block.
  • •Invoice number, issue date, and due date, plus a PO number field for clients whose AP process needs one.
  • •Line items with quantity and rate. The Excel version totals them for you with built-in formulas.
  • •Payment terms, including space for late-fee wording so the due date is enforceable.

Three ways to use this template

Download the PDF

A print-ready, send-ready invoice. Best when you want a fixed document to fill in and email.

Download the Excel file

A fully editable spreadsheet. The Amount and total cells use formulas, so the math stays correct as you edit.

Use it as a live invoice

Open it in JupiterInvoice pre-filled with this example. Send it as a link your client can open, add a PO number to, and approve.

Proforma invoice template FAQ

What is a proforma invoice?
A proforma invoice is a preliminary bill sent before goods or services are delivered. It shows the buyer exactly what they will be charged (line items, quantities, and totals) so they can arrange payment, financing, or an import permit, but it is not a demand for payment or a tax invoice. A final invoice follows once the order is confirmed or shipped.
When do you use a proforma invoice instead of a regular invoice?
Use a proforma invoice to quote a committed price and terms before delivery: for advance payment, for a customer's internal approval or purchase order, or for customs and import paperwork on international orders. Once the goods ship or the work is done, you issue the actual invoice that the customer pays against.
Is this proforma invoice template free?
Yes. Download the PDF or Excel version with no signup and no payment. You can also open it as a live invoice on JupiterInvoice, which is free to send.
What is the difference between the PDF, Excel, and Word versions?
The PDF is a fixed, print-ready and send-ready document. The Excel version is fully editable and its Amount and total cells use formulas, so the math recalculates as you change quantities and rates. The Word version is an editable document you type over, with static totals, and it opens in Word, Google Docs, or Pages. Pick whichever fits how you work.
Do I need an account to use the template?
No. The PDF, Excel, and Word downloads need no account. If you use the live version, you can build and send a first invoice without signing up; an account just saves your business details so the next invoice pre-fills.
Whose details are in the template?
The sender block is left as placeholders ("Your business name") because that is the part you personalize. The line items, amounts, and terms are a realistic example for proforma work, meant to be replaced with your own.
Can I edit the line items and amounts?
Yes. The example content is a starting point. In the Excel file you edit the cells directly; in the live version you change every field on the invoice. Replace the sample line items with your own work.
How is the live version better than a downloaded file?
A downloaded file is static: you fill it in and email it. The live JupiterInvoice version is a link your client opens in the browser, where they can add their PO number, correct billing details, and approve it for payment, with the totals calculated for you.

Last updated August 5, 2026

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