A proforma invoice to get paid upfront.
The same figures as the final invoice, with a UPI QR so your client can pay the advance straight away.
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What is a proforma invoice?
A proforma invoice is a preliminary bill you send before goods are delivered or services are done. It shows the buyer what they will be charged, so they can approve the purchase, arrange funds or pay an advance.
It isn’t a tax invoice. Issuing one doesn’t by itself create a GST liability, and the buyer can’t claim input tax credit on it. Exporters often send one so the overseas buyer can open a letter of credit or arrange an import licence. When you make the supply, issue the tax invoice with the same figures.
When you need one
- A customer needs internal approval before ordering
- You want an advance before you start work
- An overseas buyer needs it for a letter of credit
- The final quantities or prices still need agreeing
Received an advance for a service? GST is due on it, and you issue a receipt voucher.
General guidance, not legal or tax advice. Rules change, so check what applies to your business with your accountant.
Everything a proforma needs.
It looks like the final invoice, and says clearly that it isn’t one.
- Proforma number and dateSeparate from your invoice series.
- Items, rates and taxWorked out exactly like the tax invoice.
- UPI QR and bank detailsSo the advance can be paid from the page.
- Valid-till datePrinted on the proforma, so the price has a deadline.
- Your termsFrom your saved terms.
- Share as a linkYour client opens it on any phone.
Three steps, about a minute.
- Fill in the detailsYour business fills in from your profile. Pick a saved customer, then add your items.
- Make it yoursChange colours and fonts, add fields, hide what you don’t print, or use your own letterhead on Pro.
- Download or sendGet the PDF, or share a link with the UPI QR so your client can pay.
