![]() ![]() ![]() ![]() Generate a unique invoice number to reference the proforma invoice template and include the date you created the document. ![]() Invoice number & dates in the proforma invoice template Include the client's contact information like name, email address, contact address, phone number, and website. Buyer’s contact information in the proforma invoice template At least, the information in the section should include your mailing address, email address, phone number, contact address, and website. You should also include contact information in your proforma invoice template to ensure clients can reach you when there is a need. The first part of your invoice template should identify the document as a “Proforma Invoice.” Then, follow that with your business name and logo with a little emphasis on the name. So, you must not undervalue its potential and must include relevant details about a business transaction. Your invoice template is your first offer to sell goods and services. Hence, a proforma invoice template should be prepared in good faith with the caveat that some figures in it are subject to change. Proforma invoices are useful for estimates that can help with bookkeeping and customs processing. ![]()
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