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A proforma invoice is a preliminary bill of sale sent to buyers ahead of a shipment or delivery of goods. It outlines a seller’s intent to deliver products or services to customers, for a specific price. As the price hasn’t been agreed yet, it isn’t a true invoice. Our proforma invoice template is designed to help you create detailed and professional invoices with ease. It includes fields for item number, description, quantity, unit price, total price, date of issue, buyer details, and seller details.
This template is a must-have for businesses of all sizes, freelancers, and independent contractors. It is particularly useful for:
- Small businesses and startups: This template can help you streamline your invoicing process, making it easier to track sales and purchases.
- Freelancers and independent contractors: If you provide services or sell products, this template can help you create professional invoices quickly and easily.
- E-commerce businesses: This template can help you manage your sales, track your inventory, and provide detailed invoices to your customers.
- Retailers and wholesalers: This template can help you manage your stock levels, track your sales, and provide detailed invoices to your customers.
Using a proforma invoice template can provide several benefits:
- Professionalism: A well-structured and detailed invoice reflects positively on your business, enhancing your professional image.
- Efficiency: This template can help you create invoices quickly and easily, saving you time and effort.
- Accuracy: By using a template, you can reduce the risk of errors in your invoices.
- Record keeping: This template can help you keep track of your sales and purchases, making it easier to manage your finances.
- Legal protection: In some cases, a detailed invoice can serve as a legal document, providing protection for both the buyer and the seller.
Follow these few steps to get started with Lark templates:
1. Click 'Use this template' on the top right corner to sign up for Lark
2. After signing up for Lark, you will be directed to the Proforma Template on Lark Base. Click 'Use This Template' on the top right corner of Lark Base to copy a version of the Proforma Template to your workspace.
3. Change fields of the template to fit your needs
4. Take advantage of the full potential of this Proforma Template.
