Accounting templates / Proforma Invoice Template
Free editable business form

Proforma Invoice Template

Provide advance transaction information without presenting the document as the final tax invoice.

PROFORMA INVOICE — NOT A TAX INVOICE

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[YOUR COMPANY NAME]
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[Your Company Name]                 PROFORMA INVOICE
[Street Address Line 1]             ------------------------------------
[Street Address Line 2]             Invoice Date        Due Date
[City/Town]                         [DD/MM/YYYY]        [DD/MM/YYYY]
[Postcode]                          
[United Kingdom]                    Invoice Number      Reference
                                    [PRO-YYYY-001]      [Ref/PO Number]
Phone: [Phone Number]               
Email: [Email Address]              Co. Reg No: [12345678]
VAT Reg No: [GB 123 4567 89]        EORI No   : [GB123456789000]
------------------------------------------------------------------------

To:
[Customer Name / Company]
[Customer VAT No]
[Street Address Line 1]
[Street Address Line 2]
[City/Town]
[Postcode]
[Country]

------------------------------------------------------------------------
Delivery To: [Name / Company] | [Address Line 1] | [Postcode]
Incoterms:   [e.g., FCA - Named Place]
------------------------------------------------------------------------

Description                           Quantity  Unit Price   VAT  Amount GBP
------------------------------------------------------------------------
[Product/Service Name 1]                  [ ]       [0.00]  [20%]     [0.00]
Commodity Code: [XXXX.XX.XX]

[Product/Service Name 2]                  [ ]       [0.00]   [0%]     [0.00]
Commodity Code: [XXXX.XX.XX]

------------------------------------------------------------------------
                                                  Subtotal        [0.00]
                                                  Carriage        [0.00]
                                                  TOTAL VAT       [0.00]
                                              --------------------------
                                                  TOTAL GBP      £[0.00]
                                              ==========================

Amount Due In Words: [e.g., One Thousand Pounds and Zero Pence]

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Payment Advice / BACS Instructions
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Please remit payment to our bank account. Ensure your Invoice Number is 
used as the payment reference.

Bank Name      : [Your UK Bank Name]
Account Name   : [Your Business Account Name]
Sort Code      : [XX-XX-XX]
Account Number : [XXXXXXXX]
IBAN           : [GBXX XXXX XXXX XXXX XXXX XX]
BIC / SWIFT    : [XXXXXXXX]

Terms & Notes:
1. This is a Proforma Invoice only. It is not a commercial or tax invoice.
2. Goods will only be dispatched upon receipt of cleared funds.

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General business template only. It is not tax, accounting or legal advice and may require mandatory information for the relevant transaction and jurisdiction.