#SIMPLE PROFORMA INVOICE TEMPLATE EXCEL SOFTWARE#
#SIMPLE PROFORMA INVOICE TEMPLATE EXCEL CODE#

Our GST Software helps CAs, tax experts & business to manage returns & invoices in an easy manner. Further you can also file TDS returns, generate Form-16, use our Tax Calculator software, claim HRA, check refund status and generate rent receipts for Income Tax Filing.ĬAs, experts and businesses can get GST ready with Clear GST software & certification course. You can efile income tax return on your income from salary, house property, capital gains, business & profession and income from other sources. Just upload your form 16, claim your deductions and get your acknowledgment number online.

Clear serves 1.5+ Million happy customers, 20000+ CAs & tax experts & 10000+ businesses across India.Įfiling Income Tax Returns(ITR) is made easy with Clear platform. With ClearOne Invoicing solution, add or remove fields for an estimate and make it suited to your business with a click of a button.Ĭlear offers taxation & financial solutions to individuals, businesses, organizations & chartered accountants in India. The same applies to transportation costs as well. If discounts or offers are active, fields can be used for mentioning the rate and amount of discount. Purchase order numbers may or may not form part of the proforma invoice.

#SIMPLE PROFORMA INVOICE TEMPLATE EXCEL CODE#

Some generally customisable fields include a tax identification number and Import-Export Code (IEC). For instance, for billing in any pharma company, they must compulsorily quote the batch number of the medicines as per the guidelines.

Also, the format depends upon how often you charge your customers, what payment methods you take, and how you track them when picking the proper format for your business.įields of an estimate that can be customisedĭepending upon the industry in which the business functions and the products offered, fields of a proforma invoice or an estimate can be customised. Total invoice amount payable by the buyer.Ĭhoosing the right format for a proforma invoiceĬonsider the supplies made to your customers and your company’s objectives when choosing the ideal proforma invoice template or an estimate format for your organisation.Rate and amount of applicable taxes such as GST or customs duty.List down the descriptions, quantities, and prices of each item sold in that order.Proforma invoice date and expiry date for the proforma, usually around 30 to 60 days.Mentioning invoice numbers is not compulsory or relevant.Buyer’s name, address, tax identification number, and contact.Seller’s name, logo, tax identification number, and address.Make sure to not have ‘Tax Invoice’ in the header and to mention ‘Proforma Invoice’ or ‘Proforma Order’ or ‘Estimate’.It acts as a precursor to the standard or final or tax invoice.

The seller can make sure that his customers or buyers are on the same page by using a proforma invoice or an estimate. Here are some examples of proforma invoice templates or styles: Ideal contents of a proforma invoice ClearOne provides businesses with the option to choose from several estimate styling options! There are various formats to pick from, and you may edit them to meet your specific requirements.

It supports businesses in embracing digital invoicing faster.Ī proforma invoice is a simple document used to initiate the billing process for your products.

Businesses can stay on top of their finances and working capital.

By customising formats, businesses and their customers can track and assess the transport and shipment costs over a defined period.

It is because, in most cases, a proforma invoice has a precise sale price.

With standard format for a proforma invoice, the billing team can extract data to forecast sales with tools.

It helps in easy accounting or keeping a record of all the proforma invoices for every customer or item put for sale.

Having standard formats of proforma invoices help businesses to raise estimates on customers with the least effort and avoid errors.

The following are some benefits of maintaining a particular format for proforma invoices: However, in the changing times and technological advancements in business, a format is advised to be maintained. There is no specific law that gives guidelines for the exact format or presentation of a proforma invoice. Benefits of having formats for proforma invoice

Simple proforma invoice template excel