Services Proforma Invoice Template
Price a service job before it starts — scope, rate and total — in a professional proforma.
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Proforma Invoice
How to write a services proforma invoice
A services proforma invoice prices a job before it is done, so the client can approve it and arrange payment. It describes the work and the basis of charge rather than physical goods, and gives an estimated total the client signs off before you begin.
This template opens with service lines. Fill in the client, the scope and rate, set the terms, and download a PDF proforma invoice to send.
What to include
- “Proforma Invoice” label, number and date
- Your business and the client
- Services and basis of charge (hourly / fixed)
- Estimated quantity, rate and total
- Validity, payment terms and bank details
Terms: Valid 30 days · 50% to book · net 14
Frequently asked questions
What should a services proforma invoice include?
The scope of work, the basis of charge (hourly or fixed), the estimated total, and the validity and terms. It is the priced offer the client approves before you start, not the final bill.
When does it become a real invoice?
When the service is delivered. The proforma confirms the price and books the job; the final invoice is what the client pays and records — and you can convert one to the other.
Is the services proforma invoice template free?
Yes — create and download it with no account.
Is this proforma invoice generator free?
Yes — CalculatorAI's proforma invoice generator is completely free. Create, customise and download as many professional PDF proforma invoices as you want, with no signup, no watermark and no trial limit. A free account adds saved clients, history and the Invoices Tracker.
What is the difference between a proforma invoice and an invoice?
A proforma invoice is a preliminary, good-faith estimate sent before the sale is final — it is not a demand for payment and not a tax invoice. A commercial (final) invoice is issued once the goods or services are delivered, and that is the document the buyer pays and books against.
Turn your proforma into a paid invoice
A proforma confirms the deal before it is final. When the order is on, the Invoices Tracker turns it into a real invoice and keeps your clients, payments and what is still owed in one place.
Open the Invoices Tracker