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Proforma Invoice Format in Word - Pre-Sale Invoice Template

A proforma invoice that shows the buyer what a sale will cost before supply, clearly marked as not a tax invoice.

Free · CORAA original — SA-aligned
Updated 16 Oct 2026
Purpose
Price before supply
Is not
A tax invoice
Use
Advance, import, approvals
Format
Word, print ready
Share this template
Your firm — letterhead
Appears at the top of the document as the audit firm letterhead.
Addressed to
Recipient of the letter — usually the company's board.
Engagement details
The client and period this document is for.
What’s inside

An excerpt from the template.

GSTIN: ___ | PAN: ___

Bill to

Sub-total: ____________ GST (estimated): ____________ Total: ____________

This is a proforma invoice. It is not a tax invoice and cannot be used to claim input tax credit. A tax invoice under Rule 46 of the CGST Rules will be issued at the time of supply.

↑ Excerpt only — the full template is what you download as Word
About this template

What you’re downloading, and when to use it.

This template follows the format published by the Institute of Chartered Accountants of India (ICAI) in the AASB Audit Working Paper Templates (June 2023), the authoritative reference for Indian statutory-audit documentation. Fill in your firm’s letterhead and the engagement details on the form above, click Download Word file, and you’ll get a fully formatted .docx ready to use.

Everything is generated in your browser and on a stateless API endpoint — no account, nothing stored on our servers. We’ll ask for a work email once before your first download so we can send you the file and the occasional relevant update; after that, downloads on this device are instant. Edit freely in Word, Google Docs or Pages before sending to your client.

Common questions

FAQs.

What is a proforma invoice?
A document sent before the sale that shows the goods or services, the price and the terms. Buyers use it to get approvals, arrange advance payment or clear imports.
Can a proforma invoice be used to claim input tax credit?
No. Input tax credit needs a tax invoice, or another document the law accepts, issued at the time of supply.
What is the difference between a quotation and a proforma invoice?
A quotation is an offer for the buyer to consider. A proforma invoice is closer to the final bill and is often what the buyer pays an advance against.
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