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Proforma invoice template: Word, Excel and PDF

An A4 proforma invoice template for international trade: seller and buyer tax IDs, lines, tax and total, Incoterms rule, origin, HS codes, weights and the buyer’s acceptance. Choose your format.

Proforma invoice template for export (PDF): seller and buyer tax IDs, exporter code, lines, tax, total, Incoterms rule, origin, HS codes, weights and buyer acceptance

Preview of the export template, one A4 page.

Contents

What the export template contains

  • Header: the words “proforma invoice”, its number, the issue date and the date the offer expires
  • Seller (exporter): company details, tax ID or VAT number, company registration number, exporter code (IEC, EORI…)
  • Buyer (importer): company details and tax or importer number
  • Ten lines with description, quantity, unit, unit price and amount; currency and tax rate to fill in
  • Subtotal, tax and total; the Excel version calculates them for you
  • Trade terms: Incoterms® 2020 rule and named place, country of origin and HS codes, packages and weights, payment terms, bank and SWIFT
  • Two signature boxes: yours with your stamp, the buyer’s with their acceptance

PDF: to print

Print it on A4 and fill it in by hand, then stamp and sign it.

Word: to edit

Type into the boxes, add your logo, then save as PDF from Word or Google Docs.

Excel: calculated

Formulas calculate the line amounts, tax and total; you only enter quantities, prices and the rate.

Faster online. InvoiceProforma fills in your details and footer, numbers your proformas, calculates the totals in 52 currencies and produces a PDF with your logo, stamp and signature.

Simple version

Simple proforma invoice template

Seller, buyer, lines, tax, total, amount in words, payment and delivery terms, bank details and acceptance. For a domestic sale or a service, without the trade fields.

Simple proforma invoice template (PDF): seller, buyer, lines, tax, total, amount in words, terms and buyer acceptance

By country

Proforma invoice templates by country

In the local currency, with the identifiers and the tax of each country already labelled.

India · INR · GST

GSTIN, PAN, IEC, place of supply, CGST and SGST or IGST, amount in words.

Nigeria · NGN · VAT 7.5%

RC number, TIN, VAT at 7.5%, payment and delivery terms.

Kenya · KES · VAT 16%

KRA PIN, VAT at 16%, bank or M-Pesa, tender or LPO reference.

UAE · AED · VAT 5%

Seller and buyer TRN, trade licence, VAT at 5%, IBAN and SWIFT.

South Africa · ZAR · VAT 15%

VAT number, CIPC registration number, VAT at 15%, EFT details.

Ghana · GHS · VAT + levies

TIN, VAT 15% with NHIL and GETFund levy, bank or mobile money.

Pakistan · PKR · sales tax 18%

NTN and STRN, sales tax at 18%, IBAN and SWIFT.

Guide

How to fill in a proforma invoice, field by field

Below is a complete proforma invoice template for international trade, written out in full so you can copy it into Word, Excel, Google Docs or your own letterhead. Every field is there for a reason, and the notes explain what each one is used for at the other end of the shipment.

The template

Header block

PROFORMA INVOICE — this is not a tax invoice and no payment is due against it
Proforma No.PI-2026-041
Date of issue12 March 2026
Valid until11 April 2026
Your referenceBuyer’s enquiry / RFQ number

Parties

FieldContent
Seller / ExporterLegal name, full address, country, company registration number, VAT or tax number, EORI or equivalent, contact name, email, telephone
Buyer / ImporterLegal name, full address, country, tax or importer identification number
Consignee (if different)Who receives the goods physically — used on the transport document
Notify partyWho the carrier notifies on arrival, usually the buyer’s broker

Shipment details

FieldExample
Country of origin of goodsTürkiye
Country of final destinationMorocco
Incoterms 2020 rule and named placeCIF Casablanca, Incoterms 2020
Mode of transportSea, FCL
Port / place of loadingIzmir
Port / place of dischargeCasablanca
Estimated lead time25 days from receipt of deposit
Partial shipment / transhipmentNot allowed / allowed
Packing20 pallets, shrink-wrapped, ISPM 15 treated wood
Gross weight / net weight / volume8,450 kg / 7,900 kg / 28.4 cbm
Marks and numbersAs per packing list

Line items

#Description of goodsHS codeOriginQtyUnitUnit price (USD)Amount (USD)
1Stainless steel ball valve, 2″, full bore, flanged PN16, AISI 3168481.80TR400pcs28.5011,400.00
2Stainless steel ball valve, 3″, full bore, flanged PN16, AISI 3168481.80TR150pcs46.006,900.00
3Spare seal kit for 2″ valve, PTFE8484.90TR200sets3.20640.00
Subtotal (FOB Izmir)18,940.00
Ocean freight to Casablanca900.00
Marine insurance (110% of CFR value)160.00
Total CIF Casablanca, Incoterms 2020USD 20,000.00

Showing freight and insurance on separate lines is deliberate: some destinations value goods on a CIF basis and others allow those elements to be deducted, and your buyer’s broker cannot do either if the figures are buried in the unit price.

Payment and bank details

  • Payment terms: 30% advance by telegraphic transfer on order confirmation, 70% against an irrevocable letter of credit at sight, available with any bank by negotiation, confirmed by a first-class bank in the seller’s country.
  • Bank charges: all charges outside the seller’s country are for the buyer’s account.
  • Beneficiary: exact legal name as registered with the bank.
  • Bank name and branch address, account number, IBAN where applicable, SWIFT/BIC, and correspondent bank if your bank requires one.
  • Currency: USD. Prices firm until the validity date.

Closing block

  • Documents to be provided: commercial invoice, packing list, full set of clean on-board bills of lading, certificate of origin, insurance certificate.
  • Warranty and after-sales terms, if any.
  • Governing law and dispute resolution, for larger contracts.
  • Statement: “This proforma invoice is an offer to sell. It becomes binding upon written acceptance by the buyer or upon receipt of the advance payment.”
  • Name, position, signature and company stamp — several import regimes reject unsigned documents.

Word, Excel, or a dedicated tool?

Word templateExcel templateOnline generator
Setup effortLowLowLow — no file to maintain
CalculationsManual, error-proneFormulas handle totals wellAutomatic; freight and insurance as extra lines
Layout stabilityBreaks when lines are addedPrint areas need constant adjustmentFixed, print-ready PDF
NumberingManual; duplicates happenManualSequential, separate from commercial invoices
Saved buyers and productsCopy and paste from old filesA second sheet, maintained by handStored and reusable
Convert to commercial invoiceRetype, and hope nothing changedRetypeOne click: the accepted proforma becomes the invoice
Multi-currencyManualManual ratesBuilt in
Works offlineYesYesNo
CostOffice licenceOffice licence3 free documents, then USD 7 for a year, unlimited

For one shipment a year, a spreadsheet is perfectly adequate. The moment you are issuing several documents a week, or the same buyers reorder, the retyping is where errors enter — and an error on a proforma that has already been lodged with a bank is expensive to unwind.

Filling it in without creating problems

  1. Write descriptions your buyer’s bank can copy. Material, grade, dimension, model. Not “valves”.
  2. Add the HS code to every line, and say which country’s tariff you used. See the HS code guide.
  3. Never abbreviate the Incoterms rule. Rule, named place, year — see the Incoterms 2020 guide.
  4. Set a validity you can honour, and remember that licence-controlled markets may need 60 days.
  5. Use a separate numbering series with a PI prefix.
  6. State the payment terms in full. “L/C” alone will produce a credit you cannot work with.
  7. Export to PDF, not an editable file, and keep the file small enough for bank portals.

Adapting the template to the shipment

One layout does not serve every movement. Four variants cover almost everything a small exporter sends.

Samples and free-of-charge goods

Keep every field, but replace the payment block with a statement: “Goods supplied free of charge. Value stated for customs purposes only. Not for resale.” Give a realistic value based on your production cost — never zero, which invites customs to assign a value of their own. Add the reason for the movement, because a courier’s brokerage team will ask for it anyway.

Goods for repair, or returned after repair

Quote the original export declaration or import entry reference, describe the goods exactly as they were first declared, and show the repair cost and the value of the goods on separate lines. Several customs regimes assess duty only on the repair value when the paperwork supports it, and cannot do so when the document shows a single lump sum.

Exhibition and demonstration equipment

State “Temporary importation — goods to be re-exported on or before [date]” and list serial numbers for every item, so the same units can be identified on the way out. Where an ATA Carnet is available for the destination it is usually the cleaner route; the proforma then supports the carnet application rather than replacing it.

Shipments backed by a letter of credit

Expand the payment block into full instructions: the type of credit, whether confirmation is required, the documents you undertake to present, the shipment period counted from the date the credit is advised, the permitted tolerance on quantity and amount, the position on partial shipment and transhipment, and who bears which bank charges. The buyer’s bank drafts the credit from this text, so anything you leave out becomes an amendment later.

Read what a proforma invoice is for the background, the comparison with the commercial invoice for what happens next, and the export documents checklist for the rest of the shipping file.

Six documents, one app

From the quote to the receipt

One customer file, one product list and your own layout serve all six documents. An accepted quote or proforma becomes an invoice without retyping.

1. The price

Quote

QUO-2026-0012

Your price for the job, with a validity date and space for the buyer to accept it.

2. The firm offer

Proforma invoice

PI-2026-042

What your buyer’s bank, their forwarder or their purchasing team asks for before the order.

3. The order

Purchase order

PO-2026-0007

What is ordered, how many and for which delivery date, signed by the buyer.

4. The delivery

Delivery note

DN-2026-0007

It travels with the goods; the consignee signs it and writes down any reservation.

5. The sale

Invoice

INV-2026-0031

The accepted proforma or quote becomes the invoice, with the same lines and currency.

6. The payment

Payment receipt

REC-2026-0019

Proof of a payment, linked to its invoice, with the method and the balance still due.

3 free documents to try it, no card required.

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