Proforma invoice: meaning, format and free maker
Send a proforma invoice to ask for an advance or confirm an order before delivery, then convert it into the final tax invoice with one click.
What is a proforma invoice?
A proforma invoice is a preliminary bill sent before goods or services are delivered. It shows the customer what they will be charged, so they can arrange payment, approvals or import paperwork. It is not a tax invoice, so it does not create a GST liability or input tax credit.
Proforma vs quotation vs tax invoice
- Quotation: a price offer that the customer may accept.
- Proforma invoice: a confirmed order in invoice form, often used to collect an advance.
- Tax invoice: the final bill for a completed supply, with GST charged.
Everything included
Due date and payment details
With UPI QR and bank details for the advance.
Convert to tax invoice
All items and terms carry over.
Export-ready
Multi-currency for overseas buyers.
Professional templates
The same 10 templates as your invoices.
How to do it in Loov Invoice
- Choose New Proforma.
- Add the customer, items and due date.
- Share it to collect the advance.
- Convert it to a tax invoice on delivery.
Frequently asked questions
Can I claim GST input on a proforma invoice?
No. Input tax credit is claimed on the tax invoice, not on a proforma.
Is a proforma invoice legally binding?
It records the agreed terms, but the tax invoice is the document of the sale.
Start free. Your first invoice takes about a minute.
Free plan with 10 invoices every month. Pro is free for 15 days in India, with no card needed.