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ProForma Invoice Template

The ProForma Invoice Template is a legal document that would be used by any business or service that would provide advance quotes for specific amounts of goods or services. The form will provide an advanced itemized statement so that the client will have a basic idea, in writing, with regard to the costs to be expected. The form will also provide contact information for the goods or service provider, client information and potential itemized estimated totals.

How to Write

Step 1 – Download the form and provide the following:

Bill From –

  • Submit the service or goods provider’s name
  • Company name (if any)
  • Street address
  • City, State, Zip Code
  • Telephone number

Bill To –

  • Provide the potential client’s name
  • Company name (if any)
  • Street address
  • City, State, Zip Code
  • Contact Phone

Invoice Information – Submit:

  • Invoice number
  • Date of invoice in mm/dd/yyyy format
  • Date that payment would be due (if any, until services have been rendered or goods have been delivered)

Step 2 – Itemized Quote Information – Enter the following information:

  • A description of the product or services that would be provided should the client choose to use the provider’s services
  • Enter the client’s requested quantity of goods or approximate hours of service and/or goods needed to complete the job
  • Cost of each service and or materials
  • At the end of each row of goods and/or services, enter the totals for each

Step 3 – Approximate Calculations –

  • Since the form will provide an estimate as opposed to solid figures, calculate the current estimate of costs of goods and/or services
  • Enter the sum subtotal into the “Subtotal” field
  • Enter the sales tax amount into the “Sales Tax” field
  • Submit any miscellaneous charges into the “Other” field
  • Calculate all of the figures located into the “Subtotal,” “Sales Tax,” and “Other” fields
  • Place the calculated sum into the “Total” at the end of the document

Step 4 – The Quote or Estimate –

  • The Estimate is now complete to present to the potential client for their review

Step 5 – Select a Payment Type –

  • Should the potential client decide they may wish to do business, the provider may wish to collect the client’s may wish to collect payment information
  • Select a Credit Card or Debit Card type and check the box
  • Submit the Cardholder’s name
  • The Account or Credit/Debit card number
  • Submit the expiration date of the card in mm/yy format
  • Enter the 3 digit CVV code located on the back of the card
  • Submit the zip code that is attached to the mailing address connected to the Credit Card account
  • The client must read the statement and if in agreement, must provide their signature
  • Date the client’s signature (mm/dd/yyyy)

Bank Wire –

  • Should the client and provider agree that the client may make payment by bank wire:
  • Enter the name on the Bank Account
  • Street address
  • Bank name
  • Account number
  • Routing number
  • Account type

PayPal –

  • If the client would like to pay by PayPal, they must enter the email address connected with their account

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