A proforma invoice is a preliminary document issued before the goods or services are delivered or performed. It serves as a quotation or estimate of the expected costs, allowing both parties to agree on the terms and conditions of the transaction. While it doesn’t represent a legal obligation to pay, it provides a clear understanding of the anticipated expenses.
Essential Elements of a Proforma Invoice Template

1. Company Information:
2. Invoice Number:
3. Date of Issue:
4. Client Information:
5. Description of Goods or Services:
6. Total Amount Due:
7. Payment Terms:
8. Additional Terms and Conditions:
9. Authorized Signature:
Design Considerations for a Professional Template
Font Selection: Choose fonts that are easy to read and professional. Sans-serif fonts like Arial or Helvetica are common choices.
Creating a Proforma Invoice Template with WordPress
1. Choose a WordPress Theme: Select a WordPress theme that offers customization options for creating custom templates.
2. Create a New Page: Create a new page in your WordPress dashboard and give it a relevant title (e.g., “Proforma Invoice”).
3. Add Custom Fields: Use a plugin like Advanced Custom Fields (ACF) to create custom fields for the essential elements of your proforma invoice.
4. Design the Template: Use a page builder plugin or custom CSS to design the layout and style of your template.
5. Populate the Template: Create a template file and use PHP to dynamically populate the template with data from the custom fields.
6. Test and Refine: Test your proforma invoice template to ensure it functions correctly and meets your design requirements. Make any necessary adjustments.
Benefits of Using a WordPress Template
Customization: Easily customize the template to match your specific needs and branding.
By following these guidelines and leveraging the power of WordPress, you can create a professional proforma invoice template that effectively communicates your business offerings and establishes trust with your clients.