Proforma Invoice Template (Excel)

About Proforma Invoice Template (Excel)

A proforma invoice template in Excel for requesting payment or a deposit before you supply goods or services, a common requirement for Kenyan suppliers, importers and contractors. List the items with quantity, unit and rate and the subtotal, discount, VAT and total calculate automatically. Set the Advance % to ask for full payment up front (100%) or a deposit (for example 50%), and the amount payable now is calculated for you. The validity date is worked out from the issue date, a clear "Not a tax invoice" notice is built in, and the payment block holds your M-Pesa Paybill, Till and bank details. It prints on one A4 page or saves as a PDF.

Key Features

• Advance % works out the amount payable now (deposit or full)
• Totals, discount and VAT calculate automatically
• Validity date from issue date and validity days
• "Not a tax invoice" notice built in
• M-Pesa Paybill, Till number and bank details block
• Instant Excel download after M-Pesa payment

Requirements

• Microsoft Excel (Windows, Mac or the free Excel mobile app), Google Sheets or LibreOffice Calc
• Downloads as a single .xlsx file, with a How To Use sheet inside