Free Pro-forma Invoice Templates

What should I include on my pro-forma invoice template?

One popular thing about ZipBooks is that you can save default settings for your invoices (like company logo and header and footer color) once you nail down the invoice details.

Using ZipBooks for your pro-forma invoice means never forgetting to include niceties that help you get paid faster like thank you notes. We’ve collected data from tens of thousands of invoices and use it to score your invoice based on what information you include so you’ll get you paid faster.

Here are a couple of things that should definitely be included on your invoice to get you paid faster:

Your Company Logo: This is part of the invoice template that you can add yourself. Save your company logo under company settings and your invoice template header will always match your other invoices.

Invoice Notes: Thanking a customer for their business will always make you stand out in a crowd and helps you get paid faster.

Invoice Payment Terms: Another great free feature of ZipBooks invoice templates is that when you put terms into an invoice, we automatically detect it and set the due date you chose. If you don’t set terms, we assume that the invoice will be due in 14 days.

Don’t Forget Your Customer’s Information: This one might seem pretty straightforward, but it should always be on the list.

Detailed Description of Charges: By manually entering in invoice details or using the time tracker, ZipBooks’ invoice template can show you a detailed account of everything that you have charged since you last sent an invoice.

Why should I use ZipBooks’ pro-forma invoice template to create and send my roofing invoice?

ZipBooks doesn’t charge you anything to create and send invoices. We make money from our other services, like bookkeeping. ZipBooks has a lot more added features that other invoice software will charge you an arm and a leg for. That might be why you are looking for an invoice template and not invoice software.

Here’s just a partial list of what you’ll get along with your free pro-forma invoice template:

Seamless time tracking import (paid feature after trial period): You can track multiple clients, projects, and team members on different hourly rates based on the skill level of the person of the client, what project you are on or even based on the client.

Late payment reminders (free!): Reminding clients to pay isn’t that fun, but when funds are running low, it’s nice to know that you can setup logic based on when you sent out the payment and how long the client has gone without paying. You can setup an unlimited number of reminders that communicate an escalating sense of urgency about non-payment. If they are slow to pay you, can outsource the tedious followup task to ZipBooks.

Credit card payment (free!): Everyone knows that you get paid faster when you let your client pay by credit card. ZipBooks has the slickest invoice payment method of any invoice template that you’ll find. All you have to do is connect to ZipBooks payments and turn on the accept credit card payment option and the credit card payment form will show up right next to the online invoice.

Auto-billing (free!): There are zero auto-billing options that are free besides ZipBooks. If you use ZipBooks, you are going to be able to setup a recurring profile that sends an invoice to your client on a recurring basis that you set and if you enable auto-billing, your client will automatically be billed after they submit payment for the first invoice.

You may not have gone into this looking for more than just a generic trade template, but since you found us, why not check it out?