Proforma Invoice

Add company’s logo
(Dimensions 160X80px)
Add company’s logo
(Dimensions 160X80px)

Company Details(Your Details)

blue-pluse-icon Add Email
blue-pluse-icon Add Phone Number
blue-pluse-icon Add GST
blue-pluse-icon Add PAN

Supplier Details(Client's Details)

blue-pluse-icon Add Email
blue-pluse-icon Add Phone Number
blue-pluse-icon Add GST
blue-pluse-icon Add PAN
Sl. No. Product Name Amount HSN Code GST Rate (%) Quantity Rate Discount
Sl. No. Product Name HSN Code GST Rate (%) Quantity Rate Discount Amount
blue-pluse-icon Add additional charges

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What is a Proforma Invoice?

A proforma invoice is a preliminary bill shared with a buyer before goods or services are delivered. It outlines the expected products, quantities, prices, taxes, and payment terms, helping buyers understand costs before confirming an order.

Unlike a final invoice, a proforma invoice is not used for accounting or tax purposes. It serves as an estimate and agreement document before the actual sale takes place.

Why Use a Proforma Invoice?

improve-transparency
Improve transparency

Clearly communicate pricing, taxes, discounts, and delivery terms before processing an order.

speed-up-approvals
Speed up approvals

Customers can review costs and approve purchases faster.

reduce-disputes
Reduce disputes

Avoid misunderstandings by documenting expected charges upfront.

support-advance-payments
Support advance payments

Request deposits or partial payments before fulfilling an order.

build-professionalism
Build professionalism

Present customers with a structured and branded document.

Generate a Proforma Invoice in 3 Simple Steps

Create and share a professional proforma invoice in just a few clicks.

1

Enter your details

Enter your business and customer details.

2

Add products or services

Add products or services, quantities, rates, taxes, and discounts.

3

Download or share

Download or share your proforma invoice instantly.

Proforma Invoice vs Invoice

Feature Proforma Invoice Invoice
Purpose Estimate before sale Final billing document
Payment Request Generally no Yes
Accounting Entry No Yes
GST Liability No Yes
Order Confirmation Yes Not primary purpose
Legally Binding Usually No Yes

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Frequently asked questions

No. It is generally used as a preliminary document before a sale is finalized.

No. GST reporting requires a final tax invoice.

Yes. Many businesses use proforma invoices to communicate advance payment requirements.

A quotation typically provides pricing information, while a proforma invoice offers a more detailed document that resembles a final invoice.

While not mandatory in all cases, assigning a unique reference number helps with tracking and record keeping.