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

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

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.

Proforma Invoice Format in Excel

Proforma Invoice Format in Excel

Proforma invoices basically contain much of the same information as the formal quotation. It should give the buyer as much information about the order as possible so arrangements can be made efficiently. The invoices inform the buyer and the appropriate import government authority's details of the future shipment. This Pro Forma Invoice Template is professionally designed document for need of many small business companies that require simple, great looking, and yet reliable invoicing solution, which could be used as for domestic as well as international trade purposes.

Proforma (1st Sample of Customization)

Proforma Invoicing Form

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.

Proforma (3rd Sample of Customization)

Proforma Invoicing Form

This template now has a lightweight (simplied) version. Visit it at Lightweight proforma invoice format.

With the first and second samples on customizing the basic 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, as well as how to enter your own company information, including replacing the default logo image. This is the 3rd sample on how to create a new design for pro forma invoice template, focused on creating a drop-down list using the data validation feature of Microsoft Excel.

Proforma (2nd Sample of Customization)

Proforma (2nd Sample of Customization)
  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.

Simple Proforma Invoicing Sample

Simple Proforma Invoice Format

Note that most of the proforma invoicing samples 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 Invoice Manager for Excel installed. Besides that, a PDF proforma invoice is also available that is editable and fillable with proper programs installed.

Lightweight Proforma Invoice Format

Lightweight Proforma Invoice Form

This lightweight proforma invoice template is a direct successor of c7013 Proforma (3rd Sample of Customization). In this updated version, we simplify the template design by removing zebra backgrounds and common usage explanations.

Portuguese Proforma Quotation Template

Portuguese Proforma Quotation Template

This template in Portuguese language set the title of the "Invoice" worksheet to " PROFORMA COTAÇÃO". The 5 columns on this template are "Codigo / Tributável", "Designacao", "Quantidade", "Unidade Total".

Bill Format for Quilting Service

Bill Format for Quilting Service

The first two custom fields are "Batting Backing Allowance" and "Tag Color", which are all defined as text fields. Most other custom fields above the invoice detail section are defined as decimal values. The values in this section are formatted with two colors - the green values are in Inch, and red values are in Feet. Only the values in the "Quit Size" section are editable (quit width and height), all the other values - Quilt Area, Binding, Batting and Backing, are all calculated automatically using Excel.

Invoice Sample with Partial Payment and Payment History

Invoice Format with Partial Payment and Progress Billing
  1. Open the template as usual (make sure you have backed it before customizing it).
  2. Click the "Design Mode" button on the "Invoice" ribbon tab.
  3. Drag your mouse to select the row headings between R40 and R47. This selection includes the hidden section that we'll make it visible.
  4. Right click one of the selected row heading and choose "Unhide" from the shortcut menu.
  5. The rows inside the hidden section are visible now.

Welding Invoice Template

Welding Invoice Template

The second custom field defined in the Product table is UM, which means Unit of Measure, and the sample values could be "Ea.", "Hrs.", "Inch.", "lbs.".