Create a pro forma invoice for free.
A quotation-style invoice for advance payment or customs. Add line items and totals and export a branded PDF, clearly marked “not a tax invoice.”
How to make a pro forma invoice
- Add a pro forma number and issue date.
- Fill in your details and the customer you’re billing.
- List the items and quantities — totals and tax calculate as you type.
- Download the branded PDF; it’s clearly labelled as a pro forma.
When to use a pro forma invoice
Use one to give a buyer a firm quotation they can take to their finance team, to request payment in advance of work, or to declare the value of a shipment for customs. Once the goods or services are delivered, you follow up with a final (tax) invoice.
Pro forma vs commercial invoice
A pro forma is an estimate issued before the sale is final; a commercial or tax invoice is the binding request for payment issued after. Keeping the numbers consistent between the two makes reconciliation painless.
Frequently asked questions
What is a pro forma invoice?
It’s a preliminary invoice sent before delivery that shows the items and expected cost. It is not a tax invoice and does not record a completed sale.
When should I use one?
For quotations, to request payment in advance, or to declare shipment value for customs — anywhere you need an itemised estimate that looks like an invoice.
Is a pro forma invoice legally binding?
Generally no. It’s an estimate, not a demand for payment, which is why it should be clearly labelled ‘pro forma’ — the tool does this for you.
Can I convert it to a real invoice later?
Yes — use the same details in the Invoice tool to issue the final tax invoice once the work is done.
Is it free?
Yes, completely free with no signup, and nothing is uploaded.