Proforma Invoice Format
A proforma invoice is what you send before the work — to collect an advance or confirm a price. Fill it in below and download the PDF.
Proforma invoice vs tax invoice
A proforma is issued before supply. It commits to a price and is commonly used to collect an advance, but it is an offer rather than a demand, so it does not create a GST liability and your client cannot claim input credit from it. The tax invoice is raised when supply actually happens — that is the document that carries the liability and the credit.
When a proforma is the right document
- Collecting an advance before starting work
- Giving a buyer something to raise a purchase order against
- Confirming a price for import or export paperwork
- Sending a payment request where the supply has not happened yet
The mistake that costs money
Raising a tax invoice to collect a 40% advance puts the GST liability into that month, even though the work has not happened. Send a proforma instead, and raise the tax invoice when you deliver. Confirm the treatment with your CA for your own situation.
Common mistakes
- Sending a tax invoice for an advance
- Numbering proformas in the same series as tax invoices
- Not marking the document clearly as a proforma
- Leaving out validity, so the quoted price never expires
Make one now
Free, no account, and the PDF is print-ready A4.
Questions
Does a proforma invoice create GST liability?
Can a client pay against a proforma invoice?
Should proforma invoices use a separate number series?
Is this really free?
This page is general information, not tax or legal advice. Rules change and what applies depends on your business — confirm anything important with your CA.
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