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Proforma invoice generator

A proforma invoice shows a buyer what the final invoice will look like, before the goods ship or the work starts. It is often used for advance payments, imports and purchase approvals.

What goes on a proforma invoice

  • The words “Proforma Invoice” as the heading
  • Seller and buyer details
  • A proforma number and date
  • A valid-until date
  • Each item with quantity, rate and tax
  • The total amount
  • Payment and delivery terms

Proforma or invoice?

A proforma looks like an invoice but it is sent before the sale is final. It is a statement of what you intend to charge, and it is normally not the document you record the sale with.

When the order is confirmed or delivered, use “Make an invoice”. The invoice gets its own number from your invoice series.

Questions

Can a customer pay against a proforma invoice?
Yes, customers often pay an advance against a proforma. You would still issue the final invoice afterwards, and a receipt for the payment if they need one.
Does a proforma need an invoice number?
Give it its own number, separate from your invoice series. This tool starts proformas at PRO-001 for that reason.
What does it cost?
Creating, designing and saving documents is free and needs no account. The clean PDF, without the preview watermark, will be a paid download. Payment is not switched on yet, so that download is not available today.