A plain-English explanation of what a proforma invoice is, who issues it, and when your business actually needs one.
A proforma invoice is a document issued by a seller to a buyer before a sale is finalized, describing the goods or services, quantities, prices, and estimated taxes. It is used to give the buyer a formal preview of costs, support customs clearance for international shipments, or back an advance payment or letter of credit request — but it does not itself create a payment or tax obligation.
Without the right tool, creating and tracking proforma invoices becomes a manual, error-prone process.
Without a clear explanation, customers often get confused about whether a proforma invoice needs to be paid.
Missing or incorrectly formatted proforma invoices are a common reason customs clearance gets held up for international orders.
Sales, accounts, and logistics teams often use different versions of the same proforma invoice, causing mismatched paperwork.
Create, brand, calculate tax on, and convert your proforma invoices, all from one simple dashboard.
Generate proforma invoices formatted correctly for domestic sales, exports, or advance-payment requests.
Include HSN codes, country of origin, incoterms, and other fields customs authorities commonly require.
Convert any proforma invoice into the final tax invoice once the order is confirmed and delivered.
Sales, accounts, and dispatch teams all see the same proforma invoice record in real time, avoiding version mismatches.
Engineered for seamless performance across multi-device environments with high uptime and secure data cloud backups.
Designed specifically for Indian businesses, supporting standard thermal receipt printers, A4 PDF exports, and custom business logos.
Automated daily backups ensure your document history and customer records are never lost.
Everything you need to know about what is a proforma invoices.
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