How to Create a Proforma Invoice Format in Excel with GST (Free Template)

A Proforma Invoice is a preliminary document that outlines the payable amount for a customer. It includes details related to product costs. Importantly, this is not the final invoice. When the buyer confirms the transaction, the seller sends this invoice as an acknowledgment.

Step 1 – Include Company Logo and Details in Proforma Invoice Format with GST

Introduce your company by inserting the company logo and details in the Proforma invoice.
Merge cells B4 to B8 to insert the company logo.
Go to the Home tab and select the Merge & Center option.

Include Company Logo and Details <a href= in Proforma Invoice Format with GST in Excel" width="755" height="429" />

Insert Company Name in cell C4, bold it, and adjust the font size.

Fill in the following information in cells C5 to C8: Street Address, City, ST ZIP Code, Phone & Email, and GST No.

Step 2 – Add Invoice Information for Proforma Invoice

In cell F4, write Proforma INVOICE (you can choose a fill color).
Fill in the corresponding information in cells F5 to F7.

Add Invoice Information for <a href= Proforma Invoice with GST" width="615" height="222" />

You will see the following output.

Step 3 – Attach Seller Information in Proforma Invoice

Attach Seller Information <a href= in Proforma Invoice in Excel" width="599" height="411" />

Step 4 – Add Buyer Information for Proforma Invoice

Add Buyer Information for Proforma Invoice in Excel

Step 5 – Insert Product Details in Proforma Invoice with GST

Insert Product Details in <a href= Proforma Invoice with GST" width="765" height="581" />

Enter the following formula in the G18 cell to calculate the Unit Total (multiply Unit Price by Quantity).

=D18*F18

Format the monetary symbol using the Accounting format (go to the Home tab and select Number).

Repeat for the rest of the cells G19:G23.
Insert 1, 2, 3, 4, 5, and 6 for numbering the ID.

Step 6 – Include GST Rate for Proforma Invoice

Include GST Rate for Proforma Invoice in Excel

Step 7 – Calculate the Total Bill in the Proforma Invoice Format with GST

Enter the following formula in cell G24 to calculate the total sum of all Unit Total prices.

=SUM(G18:G23)

Find Out Total Bill <a href= in Proforma Invoice Format with GST" width="770" height="407" />

Enter the following formula in cell G26 to multiply the GST Rate by the Subtotalamount:

=G24*G25

Insert the following formula in cell G28 to sum up all the weights (E18 to E23) with the formula:

=SUM(E18:E23)

Compute the total bill by adding the Subtotal, GST amount, and Shipping charge in cell G29 with the formula:

=G24+G26+G27

Step 8: Attach Terms and Conditions to Proforma Invoice

Create a title like Note.
Type your preferred terms and conditions according to your company policy.

Attach Terms and Conditions for Proforma Invoice in Excel

Step 9: Add Some Other Information in the Proforma Invoice with GST

From the Insert tab, go to the Shapes feature and choose Line from the Lines option.

Add Some Other Information in <a href= Proforma Invoice with GST" width="757" height="472" />

Drag the mouse pointer to the specified place at the end of the invoice.

Your Proforma Invoice with GST is now ready.

Use Template of Proforma Invoice with GST

Example to Use Template of <a href= Proforma Invoice with GST" width="755" height="426" />

Add other information (e.g., product details). The calculations will be auto-updated, but you’ll need to manually enter the Amount in Words, GST Rate, and Shipping Charge.

Download Practice Workbook

You can download the practice workbook from here:

Proforma Invoice with GST.xlsx

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