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Proforma invoice generator

Send a preliminary invoice before you ship or start work. Fill in the details, preview it live, and download the PDF.

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Your business
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Details
Items
$1,800.00
$450.00
$450.00
Adjustments
Shows the balance due on the invoice
Notes and terms
Extra details

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Signature
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Maya Torres Design
PROFORMA INVOICE
This is a proforma invoice, not a tax invoice.
Proforma no.
PRO-008
Date
Oct 18, 2026
Due date
Nov 2, 2026
Terms
Net 15
FROM
Maya Torres Design
1450 Mission St, Suite 3
San Francisco, CA 94103
hello@mayatorres.design
(415) 555-0142
BILL TO
Brightline Coffee Co.
88 Valencia St
San Francisco, CA 94110
ap@brightline.coffee
ItemQtyRateTaxAmount
Brand identity design1$1,800.000%$1,800.00
Logo files and style guide1$450.000%$450.00
Social media templates6$75.000%$450.00
Subtotal$2,700.00
Total due$2,700.00
PAYMENT DETAILS

Bank transfer: First Bay Bank, routing 121000358, account 4401 2207 18

NOTES

Goods ship after payment is received.

TERMS

Prices valid for 15 days. Final tax invoice issued on shipment.

InvoiceBilling creates PDF documents. It does not file e-invoices with tax authorities (for example India IRN, Italy SDI or Germany XRechnung).

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Guide

What a proforma invoice is

A proforma invoice is a preliminary bill sent before goods are shipped or work is done. It shows the expected items, prices, and costs. It is often used for exports, customs, and advance payments.

A proforma invoice is not a tax invoice. It is not a final request for payment, and it does not replace the invoice you send later. Include your details, the buyer, the items, prices, shipping terms, and the word proforma so nobody mistakes it for a final bill.

How it works

How to make a proforma invoice

  1. Step 1

    Add the parties

    Enter your business and the buyer. Add the date and a reference number.

  2. Step 2

    List the items

    Add each item with a quantity and price. Include shipping, tax, and payment terms if they apply.

  3. Step 3

    Download the PDF

    Check the live preview and download the PDF. Send it to the buyer. Issue the final invoice later.

FAQ

Proforma invoice questions

Is a proforma invoice a legal invoice?

No. It is a preliminary document and is not normally used for tax records. Issue a regular invoice when the sale is complete.

When should I use a proforma invoice?

Use it when a buyer needs a price document before paying or shipping. Common cases are export shipments, customs, and import permits.

What is the difference between a proforma invoice and a quote?

A quote offers a price for you to accept. A proforma invoice looks like an invoice and is often used for customs or advance payment. Ask the buyer which one they need.

Does a proforma invoice need a number?

A reference number is a good idea. It makes the document easy to track and to match with the final invoice.

Send invoices from your phone too

The InvoiceBilling app has 138 templates, payment reminders, and a signature pad. Make an invoice on site and send it before you leave the job.

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