After you select your shipping method you can manually insert the shipping date, volume, weight, number of packages, and Port of Loading. Moreover, the contact details are dynamically connected so you can just select the continent and name of your customer.īesiders, the other table at the top of the page contains the shipping method. You can use the Detailed Invoice for customers who want shipping details included.įirst of all, insert your logo and company details and put the date and invoice number manually. Now you have a tool that will help you generate pro forma invoices much, much faster. In order to have selectable options in the invoice tabs, we added a Payment Details page where you can fill in different payment options.Īfter completing the first 3 parts of the template everything else is easier. Proforma invoices also include payment options, so we decided to make this part easier. Again the template supports up to 500 products.īecause the product details are dynamically connected to the invoice tabs pay special attention to completing the categories and other details carefully. So you can add all the necessary details here and update them whenever you decide to increase your product base. The Product Database has a similar logic to the customer database. You only need to complete this part once and update it whenever you have new customers.Ībove all, please note that it is very important to specify the content of each customer, as they are grouped in continents for easier access to the invoice pages. That’s to say, the information in this tab will be dynamically connected to other parts, so fill in carefully. Proforma Invoice Template supports up to 500 contacts. Customer Databaseįirstly, you can add all customer information in the customer database. Then you will only need to fill in details that can vary from one invoice to another or from one customer to another. You need to complete only the customer database, product database, and payment details once you start to use our template. The solution we have created includes 5 main parts: Proforma Invoice Excel Template Features: Therefore Proforma Invoice Excel Template has been formed for the companies who would like to automate a lot of the hard work easily and quickly. Nowadays companies have to deal with a large volume of proforma invoices on a daily basis, based on customer requests. However, writing so many details for each customer over and over again is really time-consuming.
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