luckpandaProforma invoice software
Ask for payment before you deliver. A proforma invoice states what you will charge; it is not recorded as a sale, so it does not touch your books.
What you can do with proforma invoices
- The same editor, currency and tax rules as your invoices.
- A separate number series, so proformas never use up invoice numbers.
- Not posted to the books: only the final invoice records the sale.
- Email it or share a client link; PDF download once the Sales module is active.
Questions
Is a proforma invoice a tax invoice?
No. It is a preliminary document. Issue a tax invoice when you deliver or are paid.
Can I turn a proforma into the final invoice?
Conversion with the lines carried over is being built. Until then, create the invoice for the same client.
Keep everything you make
Sign in with your email and your drafts become documents in your own business, with clients, payments and books alongside.