Proforma Invoice Generator
Send a preliminary bill before the work is done or the goods ship, so your customer knows exactly what to expect to pay.
Only shown on the invoice if filled in. Leave blank if your business is not VAT registered.
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A proforma invoice is sent before a sale is finalised — to confirm pricing, request advance payment, or support a customs declaration — and it is not a demand for payment in the way a final invoice is. To create one, open the invoice tool and simply relabel the document from "INVOICE" to "PROFORMA INVOICE" by clicking directly on that heading, which is editable.
Everything else works exactly the same way: your business details, the customer's details, line items, VAT if it applies, and a total — so once the customer confirms and pays, you can create the real invoice from the same information without starting over.
Because a proforma isn't a legal demand for payment, it's good practice to note that clearly in the Notes field, for example "This is a proforma invoice for reference only — a VAT invoice will follow on completion."
Frequently Asked Questions
No — it's an estimate or preliminary bill, not a demand for payment, and shouldn't be recorded in your accounts as a sale. A separate, final invoice should follow once the transaction is confirmed.
Click directly on the "INVOICE" heading at the top of the tool and type "PROFORMA INVOICE" instead — that label is editable, and everything below it works the same way.
You can include indicative VAT figures to show the customer what to expect, but since no supply has taken place yet, it's not a VAT invoice in the legal sense — the real VAT invoice follows once the sale completes.