Proforma Invoice

प्रोफार्मा इनवॉइस

Accounts & Finance Accounting review recommended

A preliminary invoice sent before delivery to confirm price, quantity and terms; it is not a demand for tax payment.

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What the proforma invoice is used for

Use it to capture organisation name, proforma no., date, bill to, validity, payment terms and related details in one standard format. Mark it clearly as proforma and issue the final tax invoice after delivery.

Who should use it

  • Accountants and bookkeepers
  • Small business owners and shop owners
  • Office assistants handling bills and payments

Key features

  • Ready-ruled table with 5 columns and 10 rows: S.No., Description, Quantity, Rate (₹), Amount (₹).
  • 6 labelled field groups covering Organisation Name, Proforma No., Date, Bill To and more.
  • Signature lines for the people who complete or approve it.
  • Clean A4 portrait layout designed to print on a standard office printer.
  • Excel version with formatted cells and built-in formulas for totals.

Frequently asked questions

What details does the Proforma Invoice include?

It includes Organisation Name, Proforma No., Date, Bill To, Validity, Payment Terms, S.No., Description and more, laid out so the form can be filled by hand or typed.

Can I edit the Proforma Invoice before printing?

Yes. Download the Word (.docx) and Excel (.xlsx) version, add your name, logo or extra fields and then print or save it as PDF. The PDF is best when you only need to print and write by hand.

Is the Proforma Invoice available in Hindi?

Yes. Both an English and a Hindi version are provided in PDF, DOCX, XLSX format where listed on this page.

Does the Proforma Invoice meet tax or GST requirements?

It is a general accounting layout. Tax, GST and statutory requirements differ by business and location, so confirm them with a qualified accountant.

Last updated: 11 October 2026