Professional Proforma Format
Clearly labelled as "Proforma Invoice" with all standard fields — client details, line items, taxes, and totals — in a clean, branded PDF.
Send professional proforma invoices before delivery. Set expectations, confirm pricing, and convert to a final tax invoice with one click — all free with SimpleInvoice.
Trusted by 10,000+ Indian businesses • PDF download • GST-ready
Features
SimpleInvoice makes it easy to send accurate advance invoices that look professional and convert seamlessly to final billing.
Clearly labelled as "Proforma Invoice" with all standard fields — client details, line items, taxes, and totals — in a clean, branded PDF.
Once delivery is complete, convert your proforma into a final GST-compliant tax invoice in seconds. No re-entering data.
Include GST rates, CGST/SGST/IGST breakdown, GSTIN, and HSN/SAC codes on your proforma invoice — ready for Indian tax compliance.
Download your proforma as a PDF or share a secure online link with your client for quick approval before you begin work.
Easily update quantities, prices, or terms after sending. Keep a clean record of all proforma revisions before finalising the invoice.
Upload your company logo, add your business address, and choose from multiple invoice templates to match your brand identity.
How It Works
From first draft to client approval — it takes under 2 minutes.
Select an existing client or add a new one. Add line items with quantities, rates, and applicable GST — the total is calculated automatically.
Download a print-ready PDF or share a secure online link via WhatsApp or email. Your client sees a branded, professional document instantly.
Once the client approves and you deliver, click Convert to Invoice. All details carry over — no re-entry, no errors, fully GST-compliant.
A proforma invoice is a preliminary document sent to a buyer before goods or services are delivered. It outlines the estimated price, description, quantity, and payment terms for a transaction. Think of it as a formal quote or advance bill — it helps both parties agree on the terms before the actual sale is completed.
Unlike a final tax invoice, a proforma invoice does not create a GST liability and cannot be used by the buyer to claim Input Tax Credit. It is purely informational — a commitment to supply goods or services at the stated price.
Proforma invoices are commonly used in these situations:
The most important distinction is that a tax invoice is a legal document that records a completed sale and creates a GST obligation. A proforma invoice is an estimate — it has no legal force, does not trigger GST, and cannot be used for ITC claims.
In SimpleInvoice, when you mark a proforma as delivered, the system automatically generates a properly numbered tax invoice — keeping your invoice sequence clean and compliant.
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