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Download this if you have already installed the Microsoft Store edition of Invoice Manager for Excel, and are looking for additional customized templates.

579 KB Download

Download this if you want this design to be set as the default template by the installer program.

6.28 MB Download

Screenshots and Images

The printed version.

Simple Proforma Invoicing Sample

Open the template in Excel.

Simple Proforma Invoicing Sample (IMFE Edition)


Simple Proforma Invoicing Sample is the simplified version of our Proforma Invoicing Form. Although the invoice layout is custmized, the form still contains all the common fields that are required.

This sample template belongs to simple invoice template. As compared to our previous Proforma Invoicing Template (Template# c7010), this template does not contains the "Taxable" checkbox column on the invoice detail section, assuming all items invoiced are all taxable. Further more, this template has only on tax set on the bottom form, with the name set as Sales Tax. The other samples of Proforma Invoicing Templates here on include: Proforma (1st Sample of Customization), demonstrating how to change the color theme of the proforma invoicing sample; Proforma (2nd Sample of Customization), demonstrating how to enter your business information and replace the default logo image; Proforma (3rd Sample of Customization), demonstrating how to add a drop-down list to an existing proforma invoicing form, so that you can choose the currency for the current transaction from a list, instead of typing in manually; Proforma Invoicing Format (4th Sample, Landscape Page Orientation), demonstrating how to change the paper orientation so that the proforma invoices created with the template could be printed on papers with landscape paper orientation.

Note that most of the proforma invoicing samples we published here on InvoicingTemplates are offered in two editions - one freeware edition that you can downlaod and use for free; and another edition that should be used with Invoice Manager for Excel installed. Besides that, a PDF proforma invoice is also available that is editable and fillable with proper programs installed.

In order to create this template from the original Proforma Invoicing Form (c7010), we firstly set the taxing mode of the template to one tax by using Invoice Manager for Excel.

Secondly, we move the "Taxable" cells out of the print area of the proforma invoicing form.

Thirdly, we modify the tax formulas of the template, so that all items on the template are taxable by ignoring the state of the checkbox.

Format and Specification

Template# c6019
Name Simple Proforma Invoicing Sample
Category Proforma Invoice Template
Release Date Thursday, October 9, 2014
Format (XLS or XLSX) .xlsx
Feature Gallery
Columns 6
Lines 20
Line Height (Points) 12.75
Print Area $E$3:$N$64
Papaer Size / Orientation Portrait
Default Margins (Points)
Left 18.00
Right 18.00
Top 75.60
Bottom 75.60
Price Free (0.00 USD)
System Windows 7 and later, and Excel 2007 and later.

Update History

August 20, 2016

  • Optimized fonts and colors to give it a modern look and feel.
  • Converted from ".xls" format to ".xlsx" format.
  • Use Excel "Blue" theme.
  • Logo (placeholder image) on top and center of the Excel form.
  • Removed the background for the "Thank you for your business" slogan. Added bottom-border for the slogan.


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Thumbnail for Proforma Invoice Template (4th Sample, Landscape Page Orientation)
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