What is a proforma invoice?
A proforma invoice is a preliminary bill that outlines goods, services, prices, and terms before a final invoice is issued. It helps clients understand expected costs before committing to a transaction.
Proforma invoices
Create proforma invoices online before final billing
Send clear preliminary invoices before goods or services are finalized. Involy helps you prepare proforma invoices with professional formatting and PDF export. A proforma invoice outlines goods, services, prices, and terms before a final invoice is issued — helping clients understand costs upfront.
Create preliminary payment documents for quotes and pending orders.
Add client details, items, quantities, tax, and totals.
Export proforma invoices as PDF files.
Keep proforma documents organized with your invoices.
Useful for freelancers, suppliers, and small business teams.
Simple browser-based workflow.
Convert proforma invoices to final invoices when approved.
Multi-currency support for international clients.
How to create proforma invoices online before final billing
- 1
Sign in and select Proforma Invoice
From your Involy dashboard, choose Proforma Invoice from the document types menu.
- 2
Enter client and business details
Add your company information and the client's billing address. Pro users can select from saved clients.
- 3
Add items and pricing
List the goods or services with quantities, unit prices, tax, and any applicable discounts. This represents your preliminary quote.
- 4
Review terms and conditions
Add payment terms, delivery dates, and any special notes. A proforma invoice outlines the expected transaction before it happens.
- 5
Export and send
Download as a professional PDF and send to your client. When approved, convert it to a final invoice with one click.
Frequently Asked Questions
Can I make a proforma invoice online?
Yes. Involy lets you create proforma invoices online and export them as PDF files. The free tier includes proforma invoices alongside regular invoices.
Is a proforma invoice the same as a final invoice?
No. A proforma invoice is usually issued before final billing and may not be a tax invoice. It serves as a preliminary agreement. A final invoice is the official payment request.
Can I convert a proforma to a final invoice?
Yes. Involy keeps proforma invoices in the same workflow as final invoices, making it easy to convert a proforma to a final invoice when the client approves.
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Delivery Note Generator
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Credit Note Generator
Issue credit memos for refunds and adjustments.
Free Invoice Templates
Browse professional invoice templates.
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