Proforma Invoice Template. Free download.
A professional proforma invoice template for international trade, customs declarations, wire transfer authorizations, and pre-shipment commercial commitments.
What the proforma invoice looks like.
A simplified preview with example values. The real file has the full set of fields.
When to use this template.
Customs Clearance & Trade
Provide customs brokers and port authorities with exact valuation, HS codes, and goods descriptions.
Advance Payment Authorizations
Issue formal payment paperwork required by buyers to initiate international wire transfers.
Pre-Shipment Binding Quotes
Commit to pricing and shipping terms prior to actual dispatch or production runs.
What is included in this document.
Buyer, Seller & Shipping Route
Consignor and consignee details, port of loading, port of discharge, and transport mode.
Harmonized Tariff (HS) Itemization
Detailed goods descriptions, HS codes, country of origin, unit weights, and quantities.
Incoterms & Commercial Terms
Explicit terms of sale (FOB, CIF, EXW, DDP) and currency designation.
Banking & Remittance Coordinates
SWIFT/BIC code, IBAN, intermediary bank notes, and proforma validity window.
Stop filling out blank spreadsheets.
This template gets you started today. Encarmo can connect it to your financial and operational data.
Using a static template
- Manually recalculate currency conversions and freight surcharges
- Duplicate the proforma manually into a final tax invoice later
- Risk customs delays from missing tariff codes and inconsistent totals
Automating in Encarmo
- 1-click conversion from proforma estimate to final tax invoice upon dispatch
- Multi-currency rate lookup and automatic tax compliance validation
- Automatic packing list and delivery note synchronization
Template FAQs.
Everything you need to know about downloading and editing this template.
Is a proforma invoice a legally binding tax invoice?
No, a proforma invoice is a commercial declaration of intent used for customs and payments. It is replaced by a formal commercial or tax invoice once goods are shipped.
Does this template support Incoterms?
Yes, standard Incoterms like FOB, CIF, EXW, and DDP are built directly into the terms section.
Can I include multi-currency calculations?
Yes, the Excel version allows you to set any base currency (USD, EUR, GBP, CAD) and automatically calculate line subtotals.
Can Encarmo convert a proforma invoice into a final invoice?
Yes, in Encarmo you can convert any proforma invoice into a paid commercial invoice in a single click with zero data re-entry.
Upgrade from templates to automated workflows.
Encarmo brings invoicing, accounting, payroll and operations into one connected platform, with free accounting and invoicing and unlimited users.