What is a proforma invoice?
A proforma invoice is a preliminary invoice issued before delivery or final billing. It shows expected goods, services, prices, payment terms, and delivery details, but it is not the same as a final tax invoice.
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Proforma Invoice Generator
Create proforma invoices before delivery or final billing with advance payment, delivery terms, tax, discounts, and browser PDF export.
About Proforma Invoice Generator
Create proforma invoices before delivery or final billing with advance payment, delivery terms, tax, discounts, and print-ready PDF export.
The Proforma Invoice Generator is a browser-based business document tool for sellers, service providers, exporters, consultants, agencies, wholesalers, and small businesses that need to prepare a preliminary invoice before goods or services are delivered. A proforma invoice is not the same as a final invoice or tax invoice. It is used to communicate expected items, quantities, pricing, discounts, tax or GST estimates, shipping charges, handling charges, advance payment terms, payment methods, delivery timing, and shipping notes before the final transaction is completed. The tool keeps the proforma workflow clearly separate from normal invoicing by showing the required notice that the document is a proforma invoice only and is not a tax invoice. Users can add business details, client details, optional logos, proforma number, issue date, valid-until date, expected delivery date, reference number, line items, payment instructions, delivery terms, notes, and terms while the preview updates instantly in the browser.
How to use Proforma Invoice Generator
Start by choosing a theme, brand color, and proforma status such as Draft, Sent, Approved, Expired, or Cancelled. Add your business logo, optional client logo, business details, and client details. Enter a proforma invoice number or auto-generate one, then set the issue date, valid-until date, expected delivery date, reference number, and currency. Add goods, services, packages, or pre-delivery items with quantity, unit, unit price, discount percentage, tax percentage, shipping charges, and handling charges. Set the advance payment percentage so the tool calculates advance amount and balance due. Choose payment methods such as bank transfer, UPI, PayPal, Stripe, Wise, or custom instructions, then add delivery method, shipping terms, and delivery notes. Review the live preview and the mandatory proforma notice before choosing Print or Download PDF. Download PDF uses the browser print dialog, so no PDF dependency or external service is needed.
Proforma Invoice Generator example
A supplier can prepare a proforma invoice for a hotel amenity order before dispatch. They add their business information, the buyer company, a reference number, expected delivery date, item rows for amenity kits and branded packaging, an estimated tax rate, shipping charges, and handling charges. The generator calculates the proforma total, a 40% advance amount, and the remaining balance. The supplier selects Bank Transfer and Wise as payment methods, adds shipping terms explaining that dispatch begins after advance payment, checks that the preview shows the notice that this is not a tax invoice, then exports the document for buyer approval before issuing the final invoice later.
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Helpful questions
Is a proforma invoice a tax invoice?
No. The generator keeps the notice visible in the preview: This is a Proforma Invoice only and is not a tax invoice. Review local rules before using any document for tax or accounting records.
When should I use a proforma invoice instead of a normal invoice?
Use a proforma invoice before goods are dispatched, before services are delivered, or when a buyer needs expected pricing and payment terms before the final invoice is issued.
Can I include advance payment details?
Yes. You can enter an advance payment percentage and the tool calculates the advance amount and balance due from the proforma total.