Free Custom Order Proforma Invoice Template & Generator

Confirm specifications, quantities, price, tooling, freight, deposit, and lead time before production. This free proforma invoice template opens with practical line items for makers, fabricators, and custom-product sellers, calculates totals when the document uses prices, and exports as a polished PDF.

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Use-case checklist

What to include in a custom order proforma invoice

A custom order may require customer approval and a deposit before a final invoice or production release. The proforma creates a single preliminary commercial summary.

  • seller, buyer, and project reference
  • specification or drawing revision
  • quantity, material, finish, and price
  • tooling, freight, deposit, and lead time
  • approval, cancellation, validity, and preliminary status

Example starting lines

DescriptionQtyRate
Custom fabricated units40$185
One-time tooling1$950
Freight estimate1$420

Complete it cleanly

Describe the approved specification or drawing revision, quantities, material or finish, tooling, samples, lead time, freight, deposit, cancellation limits, validity, and proforma status.

When this document is the right choice

Use this proforma invoice to show an expected transaction before a final invoice exists. A proforma invoice is a preliminary commercial document, not a final tax invoice or proof that payment is due. Replace it with the final invoice when the transaction is confirmed.

Frequently asked questions

What should a custom order proforma invoice include?

Include seller, buyer, and project reference, specification or drawing revision, quantity, material, finish, and price, tooling, freight, deposit, and lead time, and approval, cancellation, validity, and preliminary status. The fields and example lines on this page give you a practical starting point.

How should I complete this proforma invoice before sending it?

Describe the approved specification or drawing revision, quantities, material or finish, tooling, samples, lead time, freight, deposit, cancellation limits, validity, and proforma status.

Is this custom order proforma invoice template free?

Yes. You can create, edit, and preview the document without an account. Creating and previewing is free. PDF downloads cost $2.29 per document, or are included with Unlimited.