The recommended edits are the following:Īdobe PDF (.pdf) | MS Word (.docx) | Google SheetsĮnter the following at the top of the invoice: Upon opening the form, it can now be edited to the company or individual’s preference. The necessary applications will have to be already downloaded onto the computer (either Microsoft Word or Microsoft Excel) for the invoice to open. The Microsoft Word version is the recommended format for making edits.Īfter selecting one of the two (2) documents above, a tab will appear at the bottom of the screen. Know when customers receive and view your estimates.To download the invoice, select one of the following formats: Microsoft Excel (.xlsx) or Microsoft Word (.docx).See an overview of your business at a glance, without any effort.Use a professionally designed estimate template that’s compatible with printers and mobile devices.Organize your estimates without needing to put in any additional time.You can easily change estimates to invoices with a single click.The app saves your clients and items, having them ready for use the next time you’re making an estimate. Using a generator instead of a template has a handful of benefits: You can enter in your client and work information, get a link for download, and save the estimate for later. To create your own estimate using a generator, use our estimate maker for a quick start. This way, you’ll have your own editable copy that you can modify any time you want. From there, select ‘File’ from the top menu, then select ‘Make a copy…’. If you utilize Google Docs, the link will take you to Google Drive. If you download it as Word or Excel, you can simply open the template on your computer and save it as your own. To use the invoice templates above, first, decide on a format. Since they work as a quote or estimate, you can typically use an estimate instead of a full proforma invoice. You have two options for creating an ‘invoice draft’ for your customers or clients: a pro forma invoice template or an estimate generator. Would a pro forma invoice work well for your business? Consider using our invoice template above for an easy start. Simply convert your pro forma invoice into a final invoice by removing the pro forma header and inserting payment instructions. You don’t have to create an entirely new document. Pro forma invoice templates convert easily.You can switch out any information or line items that you see fit. Pro forma invoice templates are customizable.Even if you do successfully create your invoice from scratch, it may not look as professional as templates with a professional touch. Pro forma invoice templates help you look professional.Creating a Pro forma invoice document from scratch can quickly become frustrating whether you use Word or Google Docs. Invoice templates are easier than DIY.Save your templates for later and replace only unique information. You don’t have to manually reenter information every time you create an invoice. Pro forma invoice templates save time.These are just some of the benefits of using an invoice template: Pro forma templates - and invoice templates of all shapes - can give your business a leg up.
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