Need a proforma invoice in HTML / Online format? Use our free template below — optimized for quick edits and professional presentation.

Why use HTML / Online format?

Many buyers and finance teams expect documents in familiar formats. HTML / Online files are easy to archive, email, and print, and most reviewers can open them without installing anything extra.

What a HTML / Online-format proforma invoice must include

  • Header — the title "Proforma Invoice", a unique number, issue date, and validity date.
  • Seller and buyer details — legal names, addresses, and tax IDs where applicable.
  • Line-item table — description, quantity, unit price, and line total for every item.
  • Totals — subtotal, freight/tax if shown, and a grand total in a clearly stated currency.
  • Terms — payment terms, Incoterms (for exports), and a "not a tax invoice" disclaimer.

How to download and edit

  1. Click the download button below for the HTML / Online version.
  2. Replace the sample seller and buyer details with your own.
  3. Add your line items — description, quantity, and unit price.
  4. Recalculate totals and confirm the currency is correct.
  5. Add payment terms, validity date, and bank details.
  6. Export to PDF before sending if you need a fixed, non-editable copy.

Format-specific tip

An HTML/online proforma invoice can be shared as a link instead of an attachment, making it easy to view on mobile.

When HTML / Online is the right choice

Choose HTML / Online when it matches how your buyer works with documents — for annotation and comments, choose a Word-based format; for auto-calculated totals across many line items, choose Excel; for a final, locked copy to send to a bank or customs office, choose PDF. You can always fill in one format and export to another using the buttons on this page.

Online generator

Prefer not to fill in a file at all? Use the free online generator to build a branded proforma invoice PDF directly in your browser, with no download or sign-up required.

Free template download

HTML Word Excel PDF (print) Google Docs

Open HTML or Word in any editor. For PDF, use Print → Save as PDF in your browser. Import CSV into Excel or Google Sheets.

Create your proforma invoice in minutes

Use our free templates or follow our step-by-step guide — no account required to get started.

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Frequently asked questions

Include parties, proforma number, dates, line items, currency, payment terms, and a clear title stating Proforma Invoice.

It shows intent and agreed terms but is typically not a final tax invoice. Binding obligations depend on your contract and local law.

Yes — use the download buttons on this page for HTML, Word, Excel, or PDF export.

An HTML/online proforma invoice can be shared as a link instead of an attachment, making it easy to view on mobile.

No — HTML / Online files open with free, widely available software: Word, Excel, or any modern web browser for HTML. No paid subscription is required.

Yes — fill in the HTML / Online version first, then use the other download buttons on this page to export the same content to PDF, Word, or Excel without retyping.