Effortless Proforma Invoice Creation to Streamline Your Billing
It’s free to sign up and easy to use.
Simplify your sales process with our proforma invoice generator.
Connect to live data sources or import client information directly from Excel or Google Sheets.
Tailor your proforma invoice templates easily – modify sections, pricing and terms to meet your requirements.
Upgrade to export your proforma invoice in standard formats like PDF, PNG and JPG, or share them securely with clients using private or public links.
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Easy to edit
Invoice Templates
Visme's library of invoice templates provides a solid foundation for quick and professional document creation. You can adjust elements like item descriptions, payment terms and company details to reflect your specific transaction. The user-friendly interface makes customization a breeze, even with little to no design experience.
Proforma Invoice Features
Streamlined Invoice Data Entry
Connect live data from Excel and Google Sheets or manually enter your sales data to input it into Visme’s proforma invoices. Visme supports using reusable slides and blocks for systematic and efficient data entry, transforming preliminary billing into a more manageable and less time-consuming process.
Enhanced Invoice Customization
Visme’s invoicing tool provides many easy customization options for your proforma invoices. Adjust color schemes, fonts, sizes, and backgrounds with simplicity to fit any specific display preferences. The platform also allows you to incorporate interactive elements such as hotspots, links, menus, and animations, adding a dynamic layer to your invoices that can captivate and engage your audience.
Seamless Brand Design Integration
Visme’s Brand Design tool allows you to integrate your unique brand identity into your proforma invoices. The innovative feature of extracting your brand assets from a provided URL simplifies branding tasks even further. With just a few clicks, you can apply your logo, brand colors and brand fonts to ensure every invoice you generate strongly reflects your brand identity.
More Great Features
of the Proforma Invoice Tool
Rich Design Assets
Use various design resources, including icons, graphics and animations, to elevate the look of your invoice.
Custom Details
To fulfill your document requirements or add extra detail, add personalized content such as text, images and data widgets.
Dynamic Fields
Implement dynamic fields to reduce repetitive data entry, speeding up your invoice creation process.
Interactive Elements
Incorporate widgets, links and interactive effects for an immersive document experience.
Collaborative Workflow
Invite team members to edit, review or comment in real time for a cohesive billing document.
Brand Consistency
Utilize Visme's Brand Kit to apply your brand's visual elements across all invoices.
AI Writer
Quickly generate descriptions and critical points for your proforma invoices with our AI writer.
Controlled Visibility
Manage who sees your invoices with adjustable privacy settings.
Advanced Analytics
Track unique visits, visitor IP, average time spent and other metrics to monitor the performance of your proforma invoice.
Learn More
What is a Proforma Invoice?
A proforma invoice is a document used to give buyers an estimate of the costs of goods or services before the completion of a transaction. It serves as a preliminary invoice, providing a clear idea of the final transaction details, similar to a “draft” invoice.
Proforma invoices are highly useful in managing financial information. They offer in-depth breakdowns of upcoming transaction costs, taxes and products or services. These invoices can help businesses organize their expenses, revenues and financial strategies.
Streamline Your Sales Process with Visme's Proforma Invoices
Visme's proforma invoice generator makes it easy to provide professional quotes to potential clients. Track potential sales, communicate pricing details and establish payment terms effortlessly. Whether you're a freelancer, a small business or a large enterprise, Visme has the proforma invoice solution to fit your needs.
Everything you need + more
More Than Just an Invoice
Make it engaging
Interactivity
Create interactive reports with popup and rollover effects that allow your viewer to interact with your design to learn more information.
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Charts & Graphs
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Video & Animation
Choose from over a million stock photos, icons, illustrations, characters, lines, shapes and more to create a completely unique report.
How it works
How to Create a Proforma Invoice in 5 Easy Steps
Creating and managing proforma invoices with Visme is simple and efficient. With Visme's user-friendly interface, anyone can effortlessly produce professional-looking invoices. Whether you need to bill for goods or services, you can choose from various templates, enter your specific transaction details, and customize the document to your preferences.
Here's a step-by-step guide to creating your proforma invoice in Visme:
- Sign into your Visme account and select “Create New” to initiate a new project straight from your dashboard.
- Type “Invoice” into the search bar and choose the Invoices category from the dropdown menu that appears.
- Choose the invoice template that fits your needs and add details. You can manually enter data or import it from an Excel or Google sheet.
- Customize your template to match your brand or requirements. Adjust colors, fonts, layout and categories to convey your message precisely.
- Upgrade to download your document in PDF, JPG or PNG format, or share it directly through email or a public or private link.
Quick tips
Maximize the Efficiency of Your Proforma Invoice
Before drafting a proforma invoice, compile and categorize all necessary transaction details, such as product descriptions, prices and quantities.
Kickstart the process with an invoice template from Visme, which will save time while ensuring a sleek, organized appearance.
Leverage the convenience of a live data source such as Google Sheets or Excel for real-time invoice updates and effortless maintenance.
Use distinct labels for details like item descriptions, quantities, taxes and total amounts to make tracking and evaluation easy.
Specify the due date, accepted payment methods (credit card, online transfer, etc.), and any late payment penalties.
Integrate your proforma invoice into presentations, reports, infographics or other business documents using Visme's design tools.
Optimize your invoice creation speed by duplicating previous invoices for similar transactions and making minor adjustments as needed.
Assign roles and permissions within Visme to manage who can edit or view your proforma invoices, safeguarding sensitive information.
Frequently Asked Questions (FAQs)
Proforma invoices serve several functions:
- Price Quote: Provides a clear price breakdown for potential clients.
- Sales Agreement: Helps establish terms and expectations before final sale.
- Customs Documentation: This can be required for international shipments.
- Financing: This may assist buyers in securing funding or letters of credit.
A proforma invoice is an estimated quote before goods or services are delivered. A commercial invoice is the final, legally binding bill issued after the transaction is completed.
Essential proforma invoice elements include:
- Seller's and buyer's contact information
- Unique proforma invoice number
- Date of issue and validity period
- Detailed item descriptions and quantities
- Unit prices, total prices, taxes and applicable discounts
- Payment terms and accepted methods
- Shipping information, if applicable
While not strictly required, proforma invoice templates offer significant benefits:
- Efficiency: Saves time by providing a pre-structured layout.
- Professionalism: Ensures a polished and consistent presentation.
- Accuracy: Helps minimize errors and deletions.
Visme offers a range of customizable invoice templates designed for various industries and use cases.
Visme makes proforma invoice creation simple:
- Choose a template from our library.
- Customize it with your branding and transaction details.
- Upgrade to share it with your client, or download it in your preferred format.
Yes, Visme allows you to import data from sources like Excel or Google Sheets to automatically populate your proforma invoice.
Absolutely! Visme lets you easily upload your logo to any proforma invoice template for a professional look.
Yes, Visme offers analytics tools to monitor how clients interact with your proforma invoices.
