Proforma Invoice Template
A proforma invoice enables you to send a preliminary bill of sale to your clients before completing the delivery or requesting payment. This template from oto allows you to automate your billing process.
Add Discount/Tax 
Add Notes 
Build Your First Invoice & Get Paid Faster
`Our invoice templates are available in Google Docs, Google Sheets, Word, PDF, Excel, Canva, Notion, Figma, and Illustrator. Simply hit the download button, update the invoice with your design logo and branding, fill in the details, and you’re ready to hit send!`
Table of Contents
How to make a proforma invoice using oto What to add in a proforma invoice How to send a proforma invoice When to send a proforma invoice How to charge for freelancing services in a proforma invoice1. Choose your currency
2. Enter your name
3. Enter your client's name
4. Invoice issue date
5. Invoice due date
6. Enter your services and describe what you offered
7. Add tax or discount
8. Add special notes or payment information
What to add in a proforma invoice
1. Invoice number and date
Include the invoice number and date at the top of the invoice to make it easy for the client.
2. Business and Information
This is where you include you or your business name, address, number, email, or any other info you see necessary
3. Client information
This is where you include the client’s name, address, number, email, or any other info you see necessary.
4. Description of work and rates
Include a short description of the work you did, the quantity delivered or hours worked, and the price for each item.
5. Discounts, tax, and total amount
Add any discounts, your tax, and include the total amount needed to be paid at the bottom
6. Notes
Include any notes you have, if there are any, at the end of the invoice
How to send a proforma invoice
Now that you know the importance of using a proforma invoice, it’s time to look at how to send it to ensure you get paid. The simplest and fastest way to send a simple invoice is by email. It allows you to attach an uneditable invoice in PDF format to help prevent fraud. Make sure to include a brief description of your company and of the invoice in its body.
When to send a proforma invoice
The best time to send a proforma invoice is after discussing the preliminaries of your business deal with the client but before proceeding to issue an official invoice. You can use it to inform your client of what to expect from your freelancing business.
How to charge for freelancing services in a proforma invoice
The rate you charge as a freelancer fee should always be determined by the value you have attached to your work. Factors that may influence this include the competitive landscape, your experience, and the scope of your work.
Depending on your line of work , you can use the following ways to price your services:
- By the hour
- By the word
- By the day
- By the client
- By the project
- By the added value you’ll bring
