How the proforma invoice generator works
The proforma invoice generator creates a proforma invoice: a preliminary document that states what a sale would cost, before the sale is final. It uses the same totals engine as the invoice generator, but the document is headed “Proforma Invoice” and clearly marked “Proforma — not a tax invoice,” so nobody mistakes it for a demand for payment.
As well as the usual business, client, and line-item fields, the proforma form carries the trade details international shipments need: the exporter and the consignee, the country of origin, the delivery terms, and the shipping method. Those details are what customs officials and banks look for, and leaving them out is the most common reason a proforma gets sent back.
When the buyer accepts and the goods ship, the proforma is replaced by a real invoice. Use the invoice generator to issue the commercial invoice that follows it. To understand when each document is the right one, read our guide on what a proforma invoice is.