Professional proforma invoices for international trade, customs clearance, advance payments, and bank documentation
Create Proforma InvoiceAutomatically adds "PROFORMA INVOICE" watermark so it's never confused with final tax invoice. Critical for accounting and legal compliance.
Why Important: Proforma invoices are NOT recorded in books, don't create tax liability. Watermark prevents accounting errors.
After customer pays advance or goods are shipped, convert proforma to final tax invoice with 1 tap. All details transfer automatically.
Workflow: Send Proforma → Customer Approves → Ship Goods → Convert to Final Invoice → Books Updated
Customs requires proforma invoice for shipment clearance. Include HS codes, country of origin, export terms (FOB/CIF), shipping marks.
Export Fields:
Customs Use:
Request 30%, 50%, or 100% advance payment via proforma. Customer pays against proforma. After payment received, ship goods & send final invoice.
Example: Order worth ₹5L. Send proforma requesting 50% advance (₹2.5L). Customer pays. Ship goods. Send final invoice for remaining ₹2.5L.
Banks require proforma invoice to process business loans, LC opening, trade finance. Shows value of upcoming transaction.
Use proforma to open Letter of Credit (LC), get working capital loan, or prove export contract value to bank.
Proforma can be revised if customer requests changes before payment. Create Revision 1, 2, 3... Final invoice cannot be changed once issued!
Example: Customer requests quantity change from 100 to 150 units. Revise proforma (Rev. 2), send updated version. No GST implications!
Creating export proforma with 50 items? Use voice: "Item 1: Cotton fabric 100 meters at $5 per meter... Item 2..." Save 45 minutes!
Voice recognizes: USD, EUR, GBP, AED. Automatic conversion to INR at current rates.
Can mix currencies: "Item 1: $500, Item 2: ₹10,000, Item 3: €200"
Proforma doesn't create GST liability. Only when converted to final invoice does tax become payable. Safe for estimations!
Safe: Send 10 proformas to different customers. Only pay GST on ones that convert to final invoices (actual sales).