Enter Proforma Invoice Details
Example Data Table
| SKU | Description | Qty | Unit | Unit Price | Discount % | Line Total |
|---|---|---|---|---|---|---|
| WB-01 | Wireless barcode scanner | 10 | pcs | 45.00 | 5 | 427.50 |
| LBL-90 | Thermal label roll pack | 25 | packs | 8.50 | 0 | 212.50 |
| STD-12 | Counter display stand | 4 | pcs | 60.00 | 10 | 216.00 |
| Subtotal after line discounts | 856.00 | |||||
| Freight + Insurance + Packing | 75.00 | |||||
| Taxable base | 931.00 | |||||
| Tax at 5% | 46.55 | |||||
| Grand total | 977.55 | |||||
Formula Used
1) Line base amount
Line Base = Quantity × Unit Price
2) Line discount value
Line Discount = Line Base × (Line Discount % ÷ 100)
3) Line net total
Line Net = Line Base − Line Discount
4) Subtotal after line discounts
Subtotal = Sum of all Line Net totals
5) Global discount value
Global Discount Value = Subtotal × (Global Discount % ÷ 100)
6) Taxable base
Taxable Base = Subtotal − Global Discount + Freight + Insurance + Packing + Other Charges
7) Tax amount
Tax Amount = Taxable Base × (Tax Rate % ÷ 100)
8) Final totals
Grand Total = Taxable Base + Tax AmountBalance Due = Grand Total − Deposit ReceivedConverted Total = Grand Total × Exchange Rate
How to Use This Calculator
- Enter invoice identifiers, dates, currencies, and the exchange rate.
- Fill seller and buyer details for the estimate record.
- Add line items with quantity, unit price, unit, and discount.
- Enter freight, insurance, packing, tax rate, and other adjustments.
- Add any deposit already received from the buyer.
- Click Generate Proforma Invoice to see the summary above the form.
- Review the Plotly chart, totals, balance due, and converted amount.
- Use CSV or PDF download buttons to export the result.
FAQs
1) What is a proforma invoice?
A proforma invoice is a preliminary sales document. It outlines estimated products, quantities, prices, charges, and terms before the final commercial invoice is issued.
2) Does this calculator create a final tax invoice?
No. It creates a planning and quotation style estimate. Final invoicing, tax compliance wording, and legal formatting should still be reviewed before issuing.
3) Why include freight, insurance, and packing separately?
Separate charge fields help you show landed estimate components clearly. This improves customer transparency and gives finance teams a cleaner internal cost breakdown.
4) What is the benefit of a global discount field?
Line discounts adjust specific items, while a global discount applies to the item subtotal. This supports bulk deal structures and customer-specific negotiation scenarios.
5) How is tax calculated here?
The calculator applies tax after subtracting the global discount and adding extra charges. This produces a taxable base, then multiplies it by the tax rate.
6) What happens if the deposit exceeds the grand total?
The balance due becomes zero and the extra amount appears as advance credit. That makes overpayment visible during review.
7) Why show a converted reporting total?
Many teams quote in one currency but report internally in another. The converted total helps budgeting, management reporting, and margin tracking.
8) What does the chart show?
The Plotly bar chart displays net value by line item. It quickly highlights large items, quote concentration, and where discount changes affect totals most.