Quick Answer

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.

Common Challenges Businesses Face

Without the right tool, creating and tracking proforma invoices becomes a manual, error-prone process.

Buyers Ask “Is This a Real Bill?”

Without a clear explanation, customers often get confused about whether a proforma invoice needs to be paid.

Export Shipments Get Delayed

Missing or incorrectly formatted proforma invoices are a common reason customs clearance gets held up for international orders.

No Single Source of Truth

Sales, accounts, and logistics teams often use different versions of the same proforma invoice, causing mismatched paperwork.

Everything You Need to Handle What Is a Proforma Invoices

Create, brand, calculate tax on, and convert your proforma invoices, all from one simple dashboard.

Purpose-Built Templates

Generate proforma invoices formatted correctly for domestic sales, exports, or advance-payment requests.

Export-Ready Fields

Include HSN codes, country of origin, incoterms, and other fields customs authorities commonly require.

Seamless Conversion

Convert any proforma invoice into the final tax invoice once the order is confirmed and delivered.

Shared Access for Teams

Sales, accounts, and dispatch teams all see the same proforma invoice record in real time, avoiding version mismatches.

Technical Specifications & Platform Compatibility

Engineered for seamless performance across multi-device environments with high uptime and secure data cloud backups.

  • Multi-Platform Access: Web dashboard, Android app, and iOS application sync in real-time.
  • Cloud Database Security: Encrypted storage safeguarding customer and billing records.
  • Instant WhatsApp API: Push documents and reminders directly via chat links.
  • Auto Tax Engine: CGST, SGST, and IGST calculated automatically and kept current with the latest rates.

System Architecture Highlights

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.

Frequently Asked Questions

Everything you need to know about what is a proforma invoices.

The seller issues it to the buyer, usually after an order is agreed upon but before goods are shipped or the final invoice is raised.

It's often required by customs authorities and banks to assess duties or process letters of credit, even though it isn't the final tax document.

Not directly — it's a preview of charges. Payment is usually made after the final invoice is issued, though advance payments are sometimes requested against it.

No, it cannot be used as legal proof of sale or for GST input credit; only a proper tax invoice serves that purpose.

Seller and buyer details, item descriptions, quantities, unit prices, estimated taxes, validity date, and payment/delivery terms.

Once the buyer approves it, the seller proceeds with delivery or shipment and then issues the final, legally binding tax invoice.

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