Proforma Invoice Template (Google Sheets)
Create or download an editable proforma invoice template for Google Sheets.
Complete the document below, export the populated file, then open Google Sheets and upload it from the file picker.
Fill required fields.
Add your name, a client name, and at least one line item to enable download.
Your name
Client name
Configuration
Fill required fields.
Invoice
Invoice # 0001
Issue date: 8/9/2026
From
—
Bill to
—
| Description | Qty | Rate | Amount |
|---|---|---|---|
| — | 1 | $0.00 | $0.00 |
Notes
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Terms
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Review our calculation methods, data sources, and compliance limitations.
Overview
Complete the proforma invoice in the live editor, verify it in the preview, and download the current document as a populated .xlsx file for Google Sheets.
After exporting, open Google Sheets and upload the file. Google converts your populated document into an editable cloud file while preserving its structure.
How it works
- Complete and preview: Enter the document online and verify its calculated totals.
- Download XLSX: Export the current document as a populated workbook with formulas.
- Import into Sheets: Open Google Sheets and upload the XLSX file from the file picker.
- Review and share: Check formulas after conversion and restrict Drive access appropriately.
Essential elements
- Proforma number, issue date, and due or validity date
- Sender and prepared for details
- Item descriptions, quantities, unit prices, and amounts
- Subtotal, tax, discount, shipping, total, and balance due
- Payment terms, instructions, and notes
FAQs
What file do I receive for Google Sheets?
You receive an editable XLSX workbook compatible with Google Sheets.
Are totals calculated automatically?
Yes. The workbook includes the current totals and formulas for line amounts, subtotal, tax, total, and balance due. Verify formulas after importing into another spreadsheet application.
Is this a public Google Sheets copy link?
No. The populated file is generated privately in your browser, then you upload it to your own Google Drive.
Privacy
The editable export is assembled from the current document in your browser. We do not receive a separate copy of the DOCX or XLSX file.