For monitoring business financial activities against unusual or irregular recurring transaction of cash, Proforma invoice template are necessary. Due to changing company portfolio structure or change in capital structure this will helps to create figure in a professional manner. Microsoft Excel is a dream tool for project manager respect to project management activities.
Thus with this statement you got an idea about future status of business in terms of particular existing projects and capital. Download free sample of this particular type of invoice and start financial report planning. Salary Slip format also helps you to create this template more professionally.
Proforma Invoice Template Excel
If due to any reason company financial situation is contemplate, than you should prepare for this for specify this amendments in financial reporting. This summary demonstrating the final impact on company overall future based strategically planning and helps manager to reset their policy and make other future oriented program.
There are many other factors like debt covenants such as debt service reserve coverage, credit vs. debt ratio for balance daily cash, you do not call it real invoice because there is no record of account receivable or payable. This form usually used in real estate companies where building sale or purchase in future, so this proforma used to calculate future finance today.
How to Prepare Proforma Invoice Template
If you are looking to create this manually, than there are many things you must take in to your account. It’s actually a preliminary form of plan which entitled about future selling goods and service. This statement will be used in future final reporting of any inventory transaction or other buying or selling goods.
For example you are planning to make Import export invoice so note these to do list against particular values.
- Exporter Name
- Exporter Contact
- Tax and duty
- No of package
- Total gross weight
There are other many things like ultimate consignee, shipment date, freight, shipment method, total net weight. After calculating Total gross weight make sure about note down every product NO, description, quantity, unit price. At the end do not forgot company signature and other professional tag line or signature by authorized person.
Features of Financial Proforma Sheet
This is easy method of dealing with lots of clients, when someone agrees your terms and condition, than you can easily record this invoice in just one click.
In some case you must require to negotiate procedure to company other manager before executing the process in streamline. Some time a Clear Note pasted with adding additional column in proforma and distinguishes from it color or other mark.
You can also give space for “Reason of Export” this will also clear before making financial budget in future. Supplier history and background can also be added in additional or optional terms in this template.
Do not forgot about adding company Logo or other watermark design in header, this will show your brand worth, so this Proforma Invoice Template Excel also editable and attached in Spreadsheet for other work sheet based tasks online.