Create a polished proforma receipt in no time with our free, customizable template.
Available in Excel, Word, Google Sheets, Google Docs, and PDF, it’s perfect for recording and requesting payments professionally.
Check out our full selection of free business receipt templates for a variety of purposes.
What Is a Proforma Receipt Template?
A proforma receipt template is a standardized document format used to provide an estimated summary of goods or services before a final invoice is issued.
It serves as a preliminary record outlining expected costs, item details, and transaction terms, helping both parties understand the agreement in advance. This template can be reused for multiple transactions by filling in the relevant information for each estimate.
Download Spreadsheet Daddy’s Free Proforma Receipt Template
Our Proforma Receipt Template provides a clear structure for recording essential billing details in an organized format.
What’s included
- Clearly structured company and recipient information: Organized fields let you enter the company name, address, email, phone number, receipt date, receipt number, and due date, so all essential details are presented in a clean, consistent format.
- Multi-row itemization table for accurate pricing: A structured table with Quantity, Description, Unit Cost, and Amount columns helps you list all products or services with a clear cost breakdown for complete transparency.
- Built-in financial summary section: Predefined fields for subtotal, tax rate, tax amount, and total amount due ensure that all calculations are easy to follow and neatly displayed for both sender and recipient.
- Customizable notes and additional information area: A dedicated notes section lets you include extra instructions, terms, or personalized messages that complement the receipt.
- Clean layout for professional use: Well-spaced rows, consistent formatting, and clearly separated sections create an organized structure that supports quick review and smooth printing or digital sharing.
It is easy to adjust for different tasks or record-keeping needs, and you can add or remove columns as you need.
Grab your free blank proforma receipt template in the format that works best for you by clicking the links below:
How to Use Our Proforma Receipt Template
1. Download a ready-made Proforma receipt template as an Excel, Word, or PDF file, or customize it in Google Docs or Sheets.
2. Enter your company details at the top, including your company name, email, address, phone number, and logo.
3. Fill in the recipient’s information along with the receipt number, issue date, due date, and payment method.
4. List the products or services provided, specifying the quantity and price for each item. The template will automatically calculate the line totals.
5. Apply the relevant tax rate. The template will automatically calculate the subtotal, tax amount, and total amount due.
6. Use the Notes section to include any additional information or special instructions.
