Proforma invoice maker

A priced proforma invoice for your buyer, bank or customs, ready in minutes.

A proforma invoice shows a buyer exactly what an order will cost before anything is supplied. Importers, banks and customs offices often ask for one, and it is not a demand for payment or a tax invoice.

Why use it

• Your buyer gets firm figures to approve, budget for or take to their bank.
• Importers often need one to arrange payment, permits or customs paperwork before goods are shipped.
• Clearly marked as proforma, so nobody mistakes it for a bill or books it as a sale.

How it works

1. Add your business details, logo and tax number if you have one.
2. Enter the customer, the proforma number and how long the prices are valid.
3. List each item with quantity and unit price. Tax, discount and totals update as you type.
4. Download the PDF or send it on WhatsApp. When the order is confirmed, issue a proper invoice.

Good to know

• Pro forma is Latin for "as a matter of form". The document is a preview of the real invoice, made for form's sake.
• Keep a separate number series for proformas. Your sales records then only count real invoices, which keeps your accounts honest and simple.

Questions

What is the difference between a proforma invoice and an invoice?

A proforma invoice is sent before the sale, to show what an order will cost. An invoice is sent after goods or services are supplied and asks for payment. In many countries only the final invoice counts as a tax invoice or a record of sale.

Is a proforma invoice the same as a quotation?

They are close cousins. A quotation offers a price; a proforma is usually more formal and detailed, set out like the final invoice, and is often asked for by banks, importers or customs.

Can a customer pay against a proforma invoice?

Yes, many businesses take advance payment against a proforma. Once paid or delivered, issue a proper invoice and a receipt so your records are complete.

Is my information saved?

Only on your own device, so your business details are filled in next time. Nothing you type is sent to us.

Please note

Provided free, as is, for general use. It is not legal, tax, customs, accounting or financial advice. A proforma invoice is not a tax invoice or a demand for payment. Banks, customs and tax authorities have their own requirements, so check what they need before you rely on this document. You are responsible for the accuracy of what you enter. Do not use this tool to create false or misleading documents.

Related tools: Invoice maker, Quotation maker, Delivery note maker, VAT, GST and sales tax calculator