What is a proforma invoice?
A proforma invoice is a preliminary document for a planned transaction, not proof of payment.
When to use it
Use it to outline planned items, estimated amounts and payment terms before issuing a final invoice.
Next step: When the planned transaction is ready for final billing, use Convert to Invoice to create a separate invoice draft. A proforma is not proof of payment; review the final transaction details and tax settings.
Key fields
- Proforma No: and the date fields appropriate to this document.
- Business and counterparty details, with country and currency settings where relevant.
- Document-specific rows and optional notes, references or terms.
- Status choices: Draft, Sent, Accepted, Expired.
How to create one
- Review the editable example and enter the parties, reference and dates.
- Add or adjust the document rows; confirm quantities, amounts and country settings when relevant.
- Review the document-specific preview, then download the PDF or use Print.
Drafts autosave locally in this browser. This website does not process payments or upload documents.
Related tools and guides
General information only, not legal, tax or accounting advice. Check current requirements for your location and circumstances.