Sample Copy Of Proforma Invoice

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

"Proforma (4th Sample)" was found to be relative to Sample Copy Of Proforma Invoice with the score grade of 91.

(From Download Page - about 53 words) - Including this Proforma Invoice Template (4th Sample, Landscape Page Orientation), 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 (4th Sample, Landscape Page Orientation) can be seen as a sample on how to customize the default invoice template.

(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.

(From Detail Page - about 54 words) - To address this issue one way is to wrap the text so that they can span several raw Excel rows. Another way described in this sample is to expand the form horizontally so that it can would be printable with landscape paper orientation. Both methods require decreasing the number of lines on the form.

(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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2. Simple Proforma Invoice Template

"Simple Proforma Invoice Format" was found to be relative to Sample Copy Of Proforma Invoice with the score grade of 88.

(From Detail Page - about 163 words) - If you use the Uniform Invoice Software version of Simple Proforma Invoice Template, there are additional taxing options on the Taxes tab of the Settings window. The first is the option for choosing the number of tax items; you have 3 choices - no tax, one tax and two taxes. Secondly, you can set the names and rates in percentage for each tax, such as VAT, GST or PST, or simply Sales Tax. Thirdly, there are a group of checkbox options on the dialog box, including: "Tax invoice total including shipping cost", which adds the shipping cost to the taxable amount when checked; "Tax 2 is applied to tax 1", which adds the amount of "tax 1" to the taxable amount if checked; and "tax rate can be zero", which allows you to set any of the tax rates to be the value of zero. If you modify the options on this dialog box, the invoice form will be changed accordingly if needed.

(From Detail Page - about 16 words) - Secondly, we move the "Taxable" cells out of the print area of the proforma invoicing form.

(From Detail Page - about 140 words) - The printable area, or print area, is the area with white background on the center of the Simple Proforma Invoice Template spreadsheet. By default Microsoft Excel prints the entire worksheet when you issue the print command, but if the worksheet has a print area defined, such as what we do for Simple Proforma Invoice Template, only the print area will print. You can add cells to expand the print area as needed, and you can clear the print area to print the entire worksheet again. If you need to recreate the print area definition, here are what to do: On the "Invoice" worksheet of the Simple Proforma Invoice Template, select the cells that you want to define as the print area; On the Page Layout tab, in the Page Setup group, click Print Area, and then click Set Print Area.

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3. Proforma (1st Sample of Customization)

"Proforma (1st Sample of Customization)" was found to be relative to Sample Copy Of Proforma Invoice with the score grade of 84.

(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 101 words) - The original proforma invoice template is provided in Excel 2000 ".xls" format, which works fine in Excel 2007 and later versions, but will shows the words "Compatibility Mode" on the Excel title bar if you open it in Excel 2007 and later versions. For the purpose of testing, we will work with Excel 2010 and ".xlsx" format in this document. A caution must be made, however - usually you can easily convert ".xls" format to the new ".xlsx" format by executing the "save as" command in Excel, the conversion from ".xlsx" format back to ".xls" format usually causes warnings and errors.

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4. Invoice with Previous Balance (Sales)

"Invoice Forwarding Outstanding Balance" was found to be relative to Sample Copy Of Proforma Invoice with the score grade of 77.

(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 Format - Adding Insurance Cost Field" was found to be relative to Sample Copy Of Proforma Invoice with the score grade of 74.

(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.

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(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?

(From Detail Page - about 113 words) - c9006 - Commercial Template Sample - Adding Insurance Cost Field (Commercial Template Format - Adding Insurance Cost Field) 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 complete Incoterms option, see Commercial Template Sample - Complete Incoterms Option.

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(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.

(From Detail Page - about 86 words) - Your business grows fast. So you need a more powerful tool to handle your commercial invoices! By installing Uniform Invoice Software, our Excel-based billing and invoicing software app, a simple Excel invoice template could be a complete invoicing system. So how about the new fields added to a template, such as in this example, the insurance cost and currency code fields? No problem! Uniform Invoice Software (and even Excel Invoice Manager) support custom fields, which are user-defined fields added to both the template and database file.

(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. Commercial Invoice - FedEx Style (Landscape)

"Commercial Invoice - FedEx Style (Landscape)" was found to be relative to Sample Copy Of Proforma Invoice with the score grade of 73.

(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.

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(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.

(From Detail Page - about 100 words) - As detailed on the FedEx web site, all shipments / freight must be accompanied by a FedEx International Air Waybill & two duplicate copies of commercial invoices. With Uniform Invoice Software installed, printing of two copies of your commercial invoices could be done with a single click of mouse. Go to the Print tab on the Settings window to find all the printing options. All forms available here on InvoicingTemplate.com are printable and fillable. You can adjust the printing and paper options by using Excel's own features too - for example, by choosing the options on Excel's Page Layout tab.

(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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7. Commercial Template Sample - Complete Incoterms Option

"Commercial Template Sample - Complete Incoterms Option" was found to be relative to Sample Copy Of Proforma Invoice with the score grade of 41.

(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 29 words) - Second, choose a cell to place the Incoterms field. In this sample, we choose the range P38:P41. Clear the existing content / checkboxes. Name the "oknINCOTERM" and unlock it.

(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.

(From Detail Page - about 92 words) - Fourth, create the dropdown list by using Excel data validation. Select the "oknIncoterm" cell. Click Excel command on the ribbon: Data, Data Validation, and then Data Validation again. On the "Data Validation" dialog box, choose "List" from the "Allow" box, and then click the "Source" field, enter the range of the source - in this sample, it is "$W$4:$W$14". There are other options you can set on this dialog box too, for example you can specify the error message to show if a user entered an incorrect value. Once finished, click OK.

(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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8. Invoice with Date Column

"Invoice with Date Column" was found to be relative to Sample Copy Of Proforma Invoice with the score grade of 22.

(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.

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(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.

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(From Detail Page - about 276 words) - With Uniform Invoice Software, which you can download and try the fully functional trial version for free, it is much easier to use custom fields. The previous standalone utility program, Database Designer, was no longer available. The feature of the Database Designer program was added to Uniform Invoice Software program itself, and database definition file is no longer required. For example, let's say you want to add the Date column to the Invoice Body database table. You first open the Invoice Edit window of any invoice, and then double-click an invoice item to open the detail window of the invoicing item, and then go to the "Custom Fields" tab. Next, click the Add Field button to open the "Add New Custom Field" window. Specify the name of the field ("DateCompleted" in this example because we want to use this field to detail when the service or job was performed / completed - you cannot name a field with the word "date" because it is a keyword used by the underlying database engine), and then select "Date" from the Type list. The "Default value", "Caption" and "Notes" fields are optional on this window. Note that if you are adding a new field that is Text type, you have to also fill in the Size field; and if you are adding a Decimal field, you have to fill in Precision and Scale too. Once the new field "Date" is added to the Invoice Body database table, all you have to do is to name the field. To do this, simply enter the name of each cell on the column "oknDateCompleted_1", "oknDateCompleted_2", and so on, from top to bottom.

(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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9. Proforma (2nd Sample of Customization)

"Proforma (2nd Sample of Customization)" was found to be relative to Sample Copy Of Proforma Invoice with the score grade of 15.

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(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.

(From Detail Page - about 80 words) - Now right-click the InvoicingTemplates logo image and choose Properties from the shortcut menu. The Properties box appears. Look for the Picture property, and click the button on that line. Excel shows you a dialog box that allows you to browse to and specify your own logo image. Depending on your Excel version, the supported image file formats may vary, but JPG, PNG and GIF formats are good choices for storing your logo image that are likely supported by your Excel.

(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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10. Proforma (3rd Sample of Customization)

"Proforma (3rd Sample of Customization)" was found to be relative to Sample Copy Of Proforma Invoice with the score grade of 13.

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(From Detail Page - about 113 words) - The default implementation of the Proforma Invoice Template here on InvoicingTemplate.com has a currency field on the Shipping Details section, which is a manually editable field. In practice the currency usually could be picked up from a limited set. For this reason, it could be implemented as a drop-down list, instead of a manually editable field. The benefit of using a drop-down list here is obvious - it is not only easy to use than a manually editable field, but also avoids typo mistakes. And the best part is that, Microsoft Excel provides direct support for this. Here are the steps to add the currency drop-down list to the pro forma invoice template.

• First choose a column (or row) to place the possible values. This should be an empty (not-used) area outside the printable form. In this example, we choose the range on the right side of the shipping details section. The possible currency types are: US Dollar, Euro, Pound Sterling, Japanese Yen - you could enter more on the column, just make sure there is no blank (empty) cells between valid possible values.
• Select the cell where you want the drop-down list - in this example, you select the currency field (the cell after the label "currency"). If you are running Excel 2007, Excel 2010 or Excel 2013, on the Data tab, in the Data Tools group, click Data Validation. If you are running Excel 2003, choose Excel menu Tools > Validation.
• In the Allow box, click List.
• To specify the location of the list of valid entries, do one of the following:
  • If the list is in the current worksheet, enter a reference to your list in the Source box or click in the Source box and then select your list in the current spreadsheet to populate the reference automatically.
  • If the list is on a different worksheet, enter the name that you defined for your list in the Source box.
• Make sure that the In-cell dropdown check box is selected.
• To specify whether the cell can be left blank, select or clear the Ignore blank check box.
• Optionally, display an input message when the cell is clicked.
• Specify how you want Excel to respond when invalid data is entered.

(From Detail Page - about 41 words) - Tip: To delete a drop down list, select the cell with the list. Click the Data tab, and then in the Data Group, click Data Validation. In the Data Validation dialog box, click the Settings tab, and then click Clear All.

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(From Detail Page - about 42 words) - A few concluding remarks: Microsoft Excel provides powerful tool for formatting data and doing calculations using formulas. As we see from this sample, as simple customization for the original pro forma invoice template makes the much easier to use in some situations.

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