Exporters and international sellers
Give buyers the document they need to arrange customs, financing, or a letter of credit before shipment.
DETAILS · AI · DOCUMENT
Proforma Invoice Generator
Create a proforma invoice PDF — a professional quote or preliminary bill before the sale is final.
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Example 1
A proforma invoice clearly labeled as a preliminary quote.
Example 2
A multi-item proforma invoice with estimated shipping included.
How proforma invoices are generated
Enter buyer, items, provisional pricing, validity, and terms before issuing a final invoice.
Enter buyer and items
Provide the customer, the goods or services with quantities and prices, and the currency.
Who needs proforma invoicesUseful for exporters, B2B sellers, manufacturers, and sales teams quoting before payment.
B2B sales teams
Send a detailed, line-item quote that confirms price and terms before the sale is final.
Manufacturers taking deposits
Confirm an order and request a deposit before production or shipment begins.
Tips for useful proforma invoicesClear labeling, validity period, deposits, estimated shipping, and final-invoice follow-up matter.
Make sure it reads 'Proforma Invoice' so it isn't recorded or paid as a final invoice.
Because prices are provisional, state how long the quote holds — e.g. 'valid 30 days'.
If you need a deposit before shipping, note the percentage or amount and when it's due.
Shipping and tax are estimates on a proforma — label them as such to set expectations.
If the buyer will pay a deposit, include the account details they'll need.
A proforma isn't a tax record — follow up with a proper invoice once the sale completes.
What to expect from a proforma invoice
Review output quality, follow-up checks, and download expectations for a proforma invoice.
What to expect from a proforma invoice
For a described buyer, items, and prices, the tool returns a clearly-labeled proforma invoice PDF in under a minute with correct totals. Straightforward quotes with a few line items and standard terms are the most reliable. Complex multi-currency deals or intricate milestone billing may need you to review the figures and terms before sending. Best input: buyer details, goods or services, provisional prices, currency, validity period, deposit terms, estimated shipping, and payment instructions.
Example: Input: buyer details, proposed goods, estimated shipping, quote validity period, 30% deposit terms, and currency. Output: a clearly labeled Proforma Invoice that states prices are provisional and can be used before the final invoice. Good for quotes, deposits, and import planning.
Proforma invoice notes
- A proforma invoice isn't a tax document — don't use it for tax filing or as an accounts-payable record; issue a final invoice for that.
- Figures are provisional; totals, tax, and shipping are estimates until the final invoice.
- It doesn't track conversion to a final invoice or maintain numbering across sessions.
Frequently asked questions
A proforma invoice is a preliminary bill or detailed quote sent to a buyer before a sale is finalized. It confirms the goods or services, prices, and terms in advance, but it isn't a demand for payment or an official tax invoice.
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