There are three common reasons for creating pro forma invoices. Word, Excel When is a pro forma invoice issued? Hit the link below the thumbnail to download our pro forma invoice template in Excel or Word format. Download our free pro forma invoice template below While quotes are casual and often amount to nothing, pro forma invoices indicate that the work will go ahead once the exact terms have been negotiated,” explains TechRound. “Essentially a step up from a quote, the pro forma is almost exactly the same as a standard invoice but is not legally binding. It reduces the risk of exposing the customer to any unforeseen charges and offers room for manoeuvre in terms of negotiation. What is a pro forma invoice?Ī pro forma invoice is effectively a preliminary bill of sale that you send to a customer outlining your intent to deliver goods or services. Select a right aligned tab from the ruler bar and insert this tab position at the cell location:Īs the last step, insert a tab position into the cell by pressing CTRL+TAB and insert text or a merge field after it:Īs a result, the complete table cell will be formatted with double underlining to indicate the grand total at the end of the calculation.Pro forma invoices are a useful addition to the invoicing process, helping you to get paid quicker and offering you some protection against non-payment scams.īelow we are offering a free pro forma invoice template to download in Microsoft Word and Excel. Then choose Doubled from the Underline option in the Font ribbon group: This can be done by clicking and holding the tab position in the horizontal ruler bar to drag it of the ruler bar area:

In order to create such a formatting, set the input position inside the table cell and remove all existing tab positions. In the above screenshot, you can see the template that uses a combination of tab stops and font underlining in the grand total table cell. To setup an invoice template in TX Text Control, a combination of table cell borders and font underlining can be used to realize the double underlining. But the traditional accounting double underlining is still often used in financial statements. In newer invoices, typically other formatting options such as bolding or frames are used to indicate the grand total. In the invoice example, the single underlining would be applied to the subtotal before taxes.

Single underlining in accounting is generally utilized to indicate a subtotal.

Grand Totalįor example, an invoice showing sold line items would use the double underlining under the grand total for all line items including taxes: Typically, double underlining appears in the figure at the bottom of a table column in an invoice or a financial statement and indicates the end of a specific accounting procedure. Double underlining in accounting is used to indicate a grand total.

Commercial invoice template word