Proforma Invoice Template Australia

1. Proforma Invoice Template

"Proforma Invoice Template" was found to be relative to Proforma Invoice Template Australia with the score grade of 99.

(From Format Page - about 54 words) - On Saturday, October 26, 2013 InvoicingTemplate.com released Proforma Invoice Template for the first time, and assigned "c7010" as its template#. Like all the other invoice templates here on InvoicingTemplate.com, Proforma Invoice Template has two editions, one free Proforma Invoice Template that is named "proforma-template.xls", and another Uniform Invoice Software version that is named "proforma-template-software.xls".

(From Format Page - about 52 words) - "Proforma Invoice Template" is categorized as "Proforma Invoice Template". Proforma Invoice Template has 7 columns on the form body. Proforma Invoicing Form has 20 lines on the invoice body, the line height for each line is 12.75 points. Proforma Invoice Template defines its printable invoice form at "$F$2:$O$63" on the "Invoice" worksheet.

(From Format Page - about 35 words) - Proforma Invoice Template is designed to be printable on "A4 (210 mm x 297 mm)" with portrait paper orientation. With this paper and orientation specification, Proforma Invoicing Form could be printed with the following margins.

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(From Format Page - about 26 words) - Proforma Invoice Template is featured on Basic Invoicing Templates Downloadable, Excel Blank Invoicing Formats, Excel Invoice Template Software, Free Excel Estimate Template, Excel Business Invoicing Forms.

(From Format Page - about 43 words) - Including this Proforma Invoice Template, all invoice formats available here on InvoicingTemplate.com are created from the default invoice template shipped with Uniform Invoice Software. In fact, Proforma Invoice Template can be seen as a sample on how to customize the default invoice template.

(From Format Page - about 14 words) - Proforma Invoicing Form has a PDF version too, which you can visit at proforma-template.pdf.

(From Format Page - about 34 words) - With the Uniform Invoice Software version, Proforma Invoice Template connects to an Access database "c7010.mdb" by default. The Uniform Invoice Software version Proforma Invoice Template is fully functional only with the invocing software installed.

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2. Simple Proforma Invoice Template

"Simple Proforma Invoice Template" was found to be relative to Proforma Invoice Template Australia with the score grade of 80.

(From Detail Page - about 30 words) - Simple Proforma Invoice Template is the simplified version of our Proforma Invoice Template. Although the invoice layout is custmized, the form still contains all the common fields that are required.

(From Detail Page - about 171 words) - As compared to our previous Proforma Invoice Template (Template# c7010), Simple Proforma Invoice Template does not contains the "Taxable" checkbox column on the invoice detail section, assuming all items invoiced are all taxable. Further more, Simple Proforma Invoice Template has only on tax set on the bottom form, with the name set as Sales Tax. The other samples of Proforma Invoicing Templates here on InvoicingTemplate.com include: Proforma (1st Sample of Customization), demonstrating how to change the color theme of the proforma invoice template; Proforma (2nd Sample of Customization), demonstrating how to enter your business information and replace the default logo image; Proforma (3rd Sample of Customization), demonstrating how to add a drop-down list to an existing proforma invoice template, so that you can choose the currency for the current transaction from a list, instead of typing in manually; Proforma Invoice Template (4th Sample, Landscape Page Orientation), demonstrating how to change the paper orientation so that the proforma invoices created with the template could be printed on papers with landscape paper orientation.

(From Detail Page - about 59 words) - Note that all the proforma invoice templates we published here on InvoicingTemplates are offered in two editions - one freeware edition that you can downlaod and use for free; and another edition that should be used with Uniform Invoice Software installed. Besides that, a PDF proforma invoice is also available that is editable and fillable with proper programs installed.

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3. Proforma Invoice Template (4th Sample, Landscape Page Orientation)

"Proforma Invoice Template (4th Sample, Landscape Page Orientation)" was found to be relative to Proforma Invoice Template Australia with the score grade of 77.

(From Detail Page - about 30 words) - This free sample proforma invoice templates differs from the previous proforma invoice forms in that the layout is customized to be printable on standard A4 paper with landscape page orientation.

(From Detail Page - about 78 words) - The previous samples, including the original proforma invoice template that this serial of samples is based on, are suitable for portrait paper orientation with standard A4 paper. While the proforma invoices created with the templates look professional, someone find they need more space to put in their item descriptions. Since there are 7 columns on the invoice body - item #, Tax, Unit of Measure, Quantity, Unit Price, Line Total, the space for putting in descriptions is limited.

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(From Detail Page - about 98 words) - Like Microsoft Word, Microsoft Excel allows you to set paper options through its Page Setup dialog box. In Excel 2003, the Page Setup dialog box can be opened by clicking Excel menu File > Page Setup. With Excel 2007, Excel 2010 and Excel 2013, the command for opening Page Setup dialog box can be accessed through Page Layout ribbon tab > Page Setup group and then click the arrow button on the group. The Page Setup dialog box offers various options for you to control the printing and layout of Proforma Invoice Template (4th Sample, Landscape Page Orientation).

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(From Detail Page - about 69 words) - The protection of the Invoice worksheet in Proforma Invoice Template (4th Sample, Landscape Page Orientation) prevents accidental modifications to layouts and formulas. If you have Uniform Invoice Software installed, it could even display a warning message when you close a template without protecting the invoice worksheet. However for the purpose of this sample, we should firstly unprotect the Invoice worksheet in Proforma Invoice Template (4th Sample, Landscape Page Orientation).

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(From Detail Page - about 26 words) - Once you have finished your design work for Proforma Invoice Template (4th Sample, Landscape Page Orientation), click the Design Mode button again to exit design mode.

(From Detail Page - about 11 words) - To show gridlines and row/column headers in Excel 2000 - 2003:

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(From Detail Page - about 40 words) - After your customization, go back to the Tools menu, Options, View tab. Under Window options, REMOVE the checks you previously placed by the two check boxes to hide gridlines and row/column headers. This will restore the appearance of your template.

(From Detail Page - about 14 words) - To show/hide gridlines and row/column headers in Excel 2007, Excel 2010 and Excel 2013:

1. Click and activate the worksheet you want to display gridlines and row/column headers for.
2. Go to the View tab of the Ribbon.
3. Click Show/Hide, and then check or uncheck the Gridlines and Headings options.

(From Detail Page - about 17 words) - The gridlines and row/column headings could help a lot when design the layout of the invoice form.

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(From Detail Page - about 115 words) - To adjust the width of one column for Proforma Invoice Template (4th Sample, Landscape Page Orientation), drag the boundary on the right side of the column heading until the column is the width that you want. To change the width of multiple columns for Proforma Invoice Template (4th Sample, Landscape Page Orientation), select the columns that you want to change, and then drag a boundary to the right of a selected column heading. To change the width of columns to fit the contents for Proforma Invoice Template (4th Sample, Landscape Page Orientation), select the column or columns that you want to change, and then double-click the boundary to the right of a selected column heading.

(From Detail Page - about 40 words) - To get the best result proforma invoices we have to go to print preview several times to make sure the form can be printed on landscape A4 paper, and to leave proper space for top, bottom, left and right margins.

(From Detail Page - about 99 words) - The original proforma invoice template has about 20 lines on the invoice body. Changing to landscape A4 paper allows less lines in order to print the entire form on a single page. With the sample proforma invoice template attached here for download, there are 8 lines left on the invoice body, and we hide the other 12 lines. If you prefer, you can delete the hidden 12 lines from the proforma invoice template, but deleting the lines requires modifying the formulas that calculates totals on the bottom of the form. For simplicity we skip this step in this tutorial.

(From Detail Page - about 93 words) - There are other works to do in order to finish this forth sample proforma invoice template. For example we have to move the location of some other cells, and adjust the size of the other cells, to let them be suitable for A4 paper in landscape orientation. Thanks to powerful Excel, these are all easy to do. Without much hard work we get a pretty new proforma invoice template that are suitable for landscape A4 paper. Please download and try it if you have long product description to put in your proforma invoices.

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4. Invoice with Previous Balance (Sales)

"Invoice Forwarding Outstanding Balance" was found to be relative to Proforma Invoice Template Australia with the score grade of 65.

(From Detail Page - about 25 words) - This invoice template has fields for forwarding previous outstanding balance, making it easy for your client to see past due amount on the new invoice.

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(From Detail Page - about 194 words) - With Uniform Invoice Software installed, the invoice template is no longer a simple invoice creator, but becomes a fully featured invoicing system with the ability to manager customers, products, invoices and payments. The data is stored in a database, which is a better way than a pure-Excel way for manipulating large amount of data. So how does Uniform Invoice Software create the link between the Excel invoice form and the backend database? Specifically, when you retrieve a customer from the backend database, how does Uniform Invoice Software know where to place the value of each field? The secret lies in field names and cell names. Uniform Invoice Software adheres to a simple rule to create the relationship between the database and the Excel invoice form. For example, when you load the data of a customer from database, the value stored in the "AccountBalance" field is filled into the cell named "oknAccountBalance". However exceptions exist, as some cell names and field names don't adhere to this rule. A detailed list on the exceptions can be found in the Cell Name Reference document included in Uniform Invoice Software, which you can download and try for free.

(From Detail Page - about 162 words) - So to create this Invoice with Previous Balance, all you need to do is to name a cell "oknAccountBalance". To do this, first unprotect the Invoice worksheet, and then select the cell you want to assign the name, and then enter the name in the name box on the formula bar. One additional step might be required, that is to unlock the named cell - If a cell is locked and the sheet is protected, Uniform Invoice Software will not be able to write to it. To unlock a cell, first unprotect the Invoice worksheet and then right-click the cell and choose Format Cells. Go to the last tab, uncheck the Lock box. After naming the cell, you can move it without breaking the functionality of the template. Moving cell to a new location could be done by dragging and dropping - more detailed sample and instructions can be found on Proforma (1st Sample of Customization) and Proforma (2nd Sample of Customization).

(From Detail Page - about 29 words) - Note that in order to save the previous outstanding balance to the current invoice, a custom field named "AccountBalance" should be added to the invoice header database table too.

(From Detail Page - about 45 words) - You may also like to add the "Total Due" cell, like what we did to the template here on InvoicingTemplate.com, and then use an Excel formula to add up previous balance and current invoice balance. Please download the template for free to see the details.

(From Detail Page - about 28 words) - This invoice template with previous balance includes shipping section, if you running a service business, see Invoice with Previous Balance (Service) for a version customized for service business.

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5. Commercial Template Sample - Adding Insurance Cost Field

"Commercial Template Sample - Adding Insurance Cost Field" was found to be relative to Proforma Invoice Template Australia with the score grade of 44.

(From Detail Page - about 29 words) - With the previous FedEx style commercial invoice samples the insurance cost and currency symbol fields were missed. This template shows how to add it onto the printable commercial form.

(From Detail Page - about 79 words) - Some of the commercial and proforma invoice templates here on InvoicingTemplate.com already contain the insurance cost field, for example in Commercial Invoice Template (UPS Style) the insurance cost field was located near the bottom of the form, above the "Other" field; Simple Proforma Invoice Template has this field too. For the list of all the commercial and proforma templates here on InvoicingTemplate.com, visit Pro forma and Commercial Invoice Template. On the DHL style template, you'll find these fields too.

(From Detail Page - about 46 words) - These fields - insurance and currency code, provides important information regarding the international shipping / freight and international trading. If you have looked at Commercial Template Sample - Complete Incoterms Rules, you may notice that many Incoterms rules specify how the insurance cost will be handled.

(From Detail Page - about 19 words) - However in this serial of FedEx style Excel-format blank commercial templates they are missed. So how we add them?

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(From Detail Page - about 133 words) - Unlike those invoicing templates in HTML, Adobe PDF or Microsoft Word format, it is relatively easy to add new fields to an existing invoicing form. This is true to OpenOffice spreadsheet templates too. This reason is simple - with a spreadsheet format template, the space on the blank forms was divided into cells and fields naturally. To add a new field, simply look for a blank (not used) cell and type in the related information. Of course, if you want to include the new field on the printed versions / exported PDF versions, make sure the location of the new fields is within the range defined by Print_Area name - this name defines the printable form. Cell and contents outside this area will not be printed or included in the generated PDF documents.

(From Detail Page - about 83 words) - In this sample, we placed the insurance and currency cells F15:K15. This was done by unmerge the original "Country of ultimate destination" cell to make space for the new cells. We also rearranged the "Country of Export", "Country of manufacture" cells. By moving the fields and labels, we aligned all the content in the F13:K17 section to make the form look professional and beautiful. Be sure to unlock the cells so that even if the sheet is protected, the cells are still fillable.

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(From Detail Page - about 64 words) - In this example, we named the cells for the newly added fields "oknInsurance" and "oknCurrencyCode" respectively. In the underlying database tables, the corresponding fields are named "Insurance" and "CurrencyCode". As you can see from this sample, the mapping between database fields and Excel cells are archived by using names. To map a cell to a database field, simply name the field "okn + fieldname".

(From Detail Page - about 51 words) - This, combines the power of Excel formulas, makes Uniform Invoice Software flexible enough to handle many different invoicing forms and designs. In this sample, we've modified the formula of the Total Value cell from " =SUM(oknLineTotal_1:oknLineTotal_12)" to "=SUM(oknLineTotal_1:oknLineTotal_12)+oknInsurance". So in this free commercial invoice template, the total value includes insurance cost.

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6. Proforma (1st Sample of Customization)

"Proforma (1st Sample of Customization)" was found to be relative to Proforma Invoice Template Australia with the score grade of 42.

(From Detail Page - about 20 words) - This is the 1st sample on how to create a new design by customizing the existing pro forma invoice template.

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(From Detail Page - about 26 words) - With this first sample, we do only three basic steps - convert ".xls" format to ".xlsx" format, unprotect the Invoice worksheet and then change some colors.

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(From Detail Page - about 30 words) - For the purpose of this sample, now let's do the trick of conversion and remove the "Compatibility Mode" comment from Excel title bar. To do this, follow the steps below.

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7. Proforma (2nd Sample of Customization)

"Proforma (2nd Sample of Customization)" was found to be relative to Proforma Invoice Template Australia with the score grade of 36.

(From Detail Page - about 27 words) - This is the 2nd sample on how to create a new design for pro forma invoice template, focused on entering company information and replacing InvoicingTemplates logo image.

(From Detail Page - about 63 words) - With the first sample on how to customize the proforma invoice template, we learnt how to unprotect the Invoice worksheet and how to modify Excel color palette to change the color theme of an existing template. This second sample of customizing the pro forma invoicing template will be focused on how to enter your company information and replace the default "InvoicingTemplates" logo image.

(From Detail Page - about 90 words) - Most of the templates available here on InvoicingTemplate.com have the Invoice worksheet protected to avoid accidental modifications on form layout and formula. This is useful and necessary since once the design of the form is finished, you'll not change the design for a long time. However before using the invoice template, you at least need to do two things that are to enter your company information, and to replace the default logo image. Before you do, you first need to unprotect the Invoice worksheet, as detailed in the previous sample.

(From Detail Page - about 52 words) - Once the invoice spreadsheet is unprotected, it's straightforward to enter your own company information. Simply click a text label such as "Your Company Name", and then start typing in your own text. In the sample template that you can download here, we replace the placeholder text labels with our own company name.

(From Detail Page - about 55 words) - The next step is to replace the default "InvoicingTemplates" logo image. To do this, you need to switch the invoice form into design mode, which is done by clicking the "design mode" command on the Developer ribbon tab. If your Excel does not show the Developer ribbon tab, here is how to make it visible.

1. Start Excel as usual. On the File tab, choose the Options button.
2. In the Excel Options dialog box, choose the Customize Ribbon button.
3. In the list of main tabs, select the Developer check box.
4. Choose the OK button to close the Options dialog box.

(From Detail Page - about 81 words) - Now you can find the Design Mode button in the Controls group on the Developer ribbon tab. Click the Design Mode button once to put the template into design mode - in the design mode, Excel lets you change the properties of controls, such as the image control we used for the logo image. If you are using Uniform Invoice Software, our invoicing software that uses Excel templates as the front-end, the software program stops reaction to clicks on the button.

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(From Detail Page - about 28 words) - Once you have specified your own logo image, exit design mode, and then protect the Invoice worksheet again. Save the invoice template once to make the changes persistent.

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8. Commercial Invoice - FedEx Style (Landscape)

"Commercial Invoice - FedEx Style (Landscape)" was found to be relative to Proforma Invoice Template Australia with the score grade of 34.

(From Detail Page - about 33 words) - This commercial invoicing sample was a customized version of "c9002 Commercial Invoice - FedEx Style". This form is still be printable on standard A4 paper, but the paper orientation is changed to landscape.

(From Detail Page - about 76 words) - While the template at c9002 Commercial Invoice - FedEx Style implemented the layout and fields as the FedEx sample, many of you may find that the space left for the product description field is too small to fill your description text. To deal with this issues, we change the paper orientation from "Portrait" to "Landscape". This design allows you to enter longer description text. However the form has only 7 lines on the detail section now.

(From Detail Page - about 105 words) - c9003 - Commercial Invoice - FedEx Style (Landscape) (Commercial Invoice Format - FedEx Style (Landscape)) is one of the templates in the serial Commercial Invoices (FedEx). As of Dec/26/2015, there are 5 template(s) in this serial. For the basic version of blank FedEx format commercial invoice sample, see Commercial Invoice - FedEx Style. For the version that includes payment method checkboxes, see Commercial Template Sample - Using Payment Method Checkboxes. For the version that includes complete Incoterms option, see Commercial Template Sample - Complete Incoterms Option. For the version that includes insurance and currency symbol options, see Commercial Template Sample - Adding Insurance Cost Field.

(From Detail Page - about 77 words) - "Country of Export", "Country of manufacture" and "Country of ultimate destination" also have their locations moved in order to use less lines on the vertical orientation. Like the original design, this template has 8 columns too - "Harm. code", "No. of pkgs" "Type of packaging", "Full description of goods", "Qty", "Units of measure" , "Weight", "Unit Value" and "Total Value". The "SHIPPER" and "DATE" fields on the bottom of the form are designed to be signed manually.

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(From Detail Page - about 167 words) - Here on InvoicingTemplate.com, we have a number of commercial invoices and proforma invoice template built for you to choose, including samples that are similar to layouts recommended by DHL, UPS and FedEx. All the templates work well with Uniform Invoice Software. Feel free to visit U.S. Customs and Border Protection documentation for Requirements, criteria, or format of a commercial invoice, bill of sale, receipt that must be provided when clearing or filing entry documents. In foreign trade / international transactions, commercial invoice documents are important to both export trade and import trade. It is used when dutiable goods are shipped internationally, and as a customs declaration provided by the person or corporation that is exporting an item across international borders. It is used by the customs officials to classify your merchandise. This in turn will help them in correctly assessing the applicable duties and taxes. The Commercial Invoice is prepared by the exporter and is required by the foreign buyer to prove ownership and arrange for payment.

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9. Commercial Template Sample - Complete Incoterms Option

"Commercial Template Sample - Complete Incoterms Option" was found to be relative to Proforma Invoice Template Australia with the score grade of 24.

(From Detail Page - about 29 words) - This sample of blank commercial invoice template demonstrates how to add a complete Incoterms option, in the format of the dropdown list, to replace the existing checkbox-based freight rules.

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(From Detail Page - about 114 words) - c9005 - Commercial Template Sample - Complete Incoterms Option (Commercial Template Format - Complete Incoterms Option) is one of the templates in the serial Commercial Invoices (FedEx). As of Dec/26/2015, there are 5 template(s) in this serial. For the basic version of blank FedEx format commercial invoice sample, see Commercial Invoice - FedEx Style. For the version of blank FedEx format commercial invoice sample that is printable with landscape paper orientation, see Commercial Invoice - FedEx Style (Landscape). For the version that includes payment method checkboxes, see Commercial Template Sample - Using Payment Method Checkboxes. For the version that includes insurance and currency symbol options, see Commercial Template Sample - Adding Insurance Cost Field.

(From Detail Page - about 106 words) - What if you want to be able to choose from all the 11 available Incoterms? If we implemented the option with 11 checkbox control (see Commercial Template Sample - Using Payment Method Checkboxes), it would take over a large range of cells on our printable commercial invoicing form. In this case, a better idea is to use a dropdown list. In this sample template, we'll add the Incoterms field as a dropdown list. A drop-down list makes the fillable commercial invoice template easier to work with, because the value of a field is selectable from a list, and thus you don't have to type it manually.

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(From Detail Page - about 41 words) - First, open your commercial invoice template. Make sure the "Invoice" worksheet is active (the current sheet). Push down the "Design Mode" button on the "Invoice" ribbon tab (If you don't see this tab, make sure you have Uniform Invoice Software installed).

(From Detail Page - about 85 words) - Third, create the source of the dropdown list. In this sample, we choose the range "W4:W14" for the codes of Incoterms, and a short description of each term placed on the cell "X4:X14". The available options are as follows - EXW, EX WORKS; FCA, FREE CARRIER; CPT, CARRIAGE PAID TO; CIP, CARRIAGE AND INSURANCE PAID TO; DAT, DELIVERED AT TERMINAL; DAP, DELIVERED AT PLACE; DDP, DELIVERED DUTY PAID; FAS, FREE ALONGSIDE SHIP; FOB, FREE ON BOARD; CFR, COST AND FREIGHT; CIF, COST INSURANCE AND FREIGHT.

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(From Detail Page - about 24 words) - Now if you click the "oknIncoterm" cell, a dropdown list mark appears. Click it to choose your Incoterms option for your next commercial invoice!

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10. Invoice with Date Column

"Template with Date Column" was found to be relative to Proforma Invoice Template Australia with the score grade of 5.

(From Detail Page - about 20 words) - This template has no shipping section, but offers 4 columns on the invoice body - date, description, quantity and amount.

(From Detail Page - about 59 words) - Since this template does not include the shipping section in the printable area, it is more suitable for service business. Compared to the default sales invoice template shipped with Uniform Invoice Software installer program, this "Invoice with Date Column" template has the Product# and Unit Price columns moved out of the printable area, and added a new column Date.

(From Detail Page - about 92 words) - Moving cell or cells, or even an entire column, is easy and quick as Excel provides handy tools for you. To do this, you simply unprotect the Invoice form, and then select all the cells you want to move, and then push your mouse key on the border of the selected area, and then without releasing the mouse key move it to the new location where you want to place the cells. Several of the templates here on InvoicingTemplate.com have more detailed instructions included, such as this sample of proforma invoice template.

(From Detail Page - about 85 words) - Adding a new column is a bit complex than just moving cells. With the previous generation of Uniform Invoice Software, which is named Excel Invoice Manager, you have to use Database Designer to add new fields to the Invoice Body database definition file and database table (and the field with the same name to the Product table, if you wish to fill the cell automatically when a product / service item is picked up), and then name the cells based on the database field name.

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(From Detail Page - about 130 words) - Of course you have to do some formatting work too to make the new Date column has the same style like the other columns. You can use Excel's format painter, which allows you to copy the formatting, to quickly duplicate the formatting (background color, border style etc) of an entire column. Next, format the Date column with appropriate date format - to do this, first select all the date cells, right-click one of the selected cell and choose Format Cells. On the Format Cells dialog box, go to the Number tab, and then choose Date from the Category list. On the right-hand of the tab, you can find various date formats that you can choose. Pick the one you like and click OK to close the Format Cells dialog box.

(From Detail Page - about 27 words) - Once finished the formatting work, save the template once by clicking the Save command in Excel to make change changes to the Invoice with Date Column persistent.

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