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The template works with both the Microsoft Store edition and the desktop edition of the app. Make sure you have installed one of them.

How to use:

  1. Download the EXE package.
  2. Double-click to extract the files into a folder. Make sure you have full access privileges to the folder, such as a subfolder inside “My Documents”.
  3. Open the template.
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License: Private Use (not for distribution or resale). See our Terms of Use.

Screenshot

The screen shot for Simple Proforma Invoicing Sample

Detail

This form does not contain the "Taxable" checkbox column, assuming all items are taxable. It has one tax set at the bottom, namely Sales Tax.

This is the simplified version of our pro forma invoice form (c7010). Although the field layout is customized, the form still contains all the required common fields.

Related templates:

Here are the steps to follow to create this form based on the original version:

  1. Set the taxing mode to one tax.
  2. Move the "Taxable" cells out of the print area.
  3. Modify the tax formulas so that all items are taxable by ignoring the state of the checkbox.

Format and Specification

Template#c6019
Belongs to

Proforma

Format (XLS or XLSX).xlsx
Columns6
Lines20
Line Height (Points)12.75
Print Area$E$3:$N$64
Papaer OrientationPortrait
Default Margins (Points)
Left18.00
Right18.00
Top75.60
Bottom75.60
PriceFree