Create a professional pro forma invoice for free

What is a pro forma invoice?

A pro forma invoice is a preliminary invoice sent before goods are delivered or work is completed. It shows the expected charges, tax, discounts, terms and total before the final invoice is issued.

When should you use one?

Use a pro forma invoice when a client needs an estimated invoice, approval document, customs document, deposit request or pricing confirmation before the final invoice is created.

What should a pro forma invoice include?

• Your business name and contact details.
• The client or buyer details.
• A clear pro forma invoice number and date.
• The products, services or work being proposed.
• Prices, tax, discounts and estimated total.
• Validity date, payment terms or deposit requirements.

Pro forma invoice mistakes to avoid

• Making it unclear that the document is pro forma.
• Leaving out the validity date or terms.
• Using vague line item descriptions.
• Forgetting tax where it applies.
• Confusing it with the final tax invoice.