Proforma invoices, done properly
Ask for payment before you deliver, with a document that says exactly what it is. A proforma has its own PI- numbering, says “This is not a tax invoice.” and never goes overdue — and when it’s time, it becomes the tax invoice with any payment already applied.
What you can do with it
Its own series
PI- numbers per Brand, separate from invoices.
Clearly not a tax invoice
The notice sits under the title on the page, the link and the PDF.
Advances kept safe
Payments against it are kept as the customer’s credit.
Converts when ready
Finalizing its invoice applies those payments automatically.
Four steps, no training needed
Create the proforma
From scratch or from an accepted estimate.
Send it for payment
Customers pay against it by transfer, UPI or Pay Now where available.
Record the advance
It becomes credit, never more than the proforma total.
Issue the invoice
One click — the credit is applied and the proforma shows Converted.
Never double-count an advance
Proformas are never reminded, never overdue and never part of your receivables, because they aren’t a demand for tax. Money received against one is held as credit in that Brand and currency, then applied to the invoice it becomes — so your balances and your GST stay right.
Learn it step by step in the Help Center
Related features
Estimates & quotations
Quote first, invoice later — with validity dates, online approval and no retyping.
Credit, advances & refunds
Advances, overpayments and credit notes kept as credit — apply it, refund it, or write off.
Payment recording & receipts
Full, part and split payments with TDS and charges — every payment gets a numbered receipt.
Questions about Proforma invoices
Is a proforma a tax invoice?
No — and it says so: “This is not a tax invoice.” sits under the title everywhere it appears.
Can I take payment against a proforma?
Yes. Payments are recorded as the customer’s credit and applied when the proforma becomes an invoice.
Can a proforma have more than one invoice?
No — one live invoice per proforma. Cancelling that invoice opens the proforma again.
Can I make a proforma from an estimate?
Yes. It carries the estimate on to its invoice as the whole of it.
Try Proforma Invoices on Your Own Documents.
Start a 7-day free trial and see it with your customers, your Brand and your numbers.