A proforma lays out the same items, quantities, and total as a real invoice, without being a demand for payment. Use it for customs, budget approval, or confirming scope. Once approved, convert it straight into an invoice.
Start FREE Trial| Item | Qty | Rate | Amount |
|---|---|---|---|
| Brand identity, phase 2 | 1 | 2,400.00 | 2,400.00 |
| Style guide document | 1 | 450.00 | 450.00 |
A purchasing department needs a document for internal sign-off. A customs office needs paperwork that is not a payment demand. A new client wants to confirm scope and price first. A real invoice is wrong for all three, it creates a receivable you do not have yet. A proforma looks the same but does not touch your books until you convert it.
Create it like an invoice
Same client, items, quantities, and totals. Same layout, headed Proforma instead of Invoice.
Send it for approval
The client reviews the same numbers they will eventually be billed, before any invoice exists.
Track its status
Draft, Sent, Approved, or Declined, kept separate from your actual invoice list and totals.
Convert in one click
Once approved, turn it into an invoice without re-entering a single line item.
It does not touch your books until you convert
A proforma sits outside your invoice totals and reports, so it never creates a receivable you do not actually have yet.
What is the difference between a proforma and a regular invoice?
A proforma is not a demand for payment and does not affect your books or reports. A real invoice does.
Can I convert a proforma into an invoice?
Yes, one click, and it carries over the client, items, and totals. No need to rebuild it.
Does a proforma affect my totals or reports?
No, it sits outside your invoice totals until you convert it.
Is this included in the plan?
Yes, unlimited proforma invoices, included at the one flat price.
A little kit of calculators and generators, on the house.
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Start FREE TrialPairs with Invoicing and Quotes for the document it converts into. Or try the free invoice generator first.