Alladdin
Work in progress
Site en construction
الموقع قيد الإنشاء
Work in progress
Site en construction
الموقع قيد الإنشاء
A proforma shows your client exactly what the invoice will say: products, prices, TVA and total. They use it to release a deposit or open an import file. It does not count as a sale until you convert it into the real invoice.
| Proforma | Invoice | |
|---|---|---|
| What it does | Announces the terms of a sale | Asks for payment of a completed sale |
| When you send it | Before delivery or before work starts | When goods are delivered or the service is done |
| Numbering | Its own series | The continuous invoice series |
| Can be changed | Yes, until it is converted | No. Corrections go through a credit note |
| In your books and TVA | No | Yes |
Proformas are common when money has to move before the goods do.
Deposits
Your client's finance team pays an advance on a large or custom order against a document that shows the full amount.
Buyers abroad
A foreign client or their bank needs a priced document to arrange payment or an import file, often in their own currency.
Internal approval
A company buyer needs a formal document to get the purchase signed off.
Start from scratch or from an accepted quote. Add products, prices, TVA, currency and payment terms.
By email as a PDF with your template, or in the client portal.
When the advance arrives, record it so you know what is left to collect.
One step copies every line, tax and client detail into an invoice with the next number in your invoice series.
No. It describes a sale that has not been invoiced yet, so it is not recorded in your accounts and does not count for TVA. The invoice you create from it is the document that counts.
A quote is for agreeing the price. A proforma is for a client who has agreed and needs a document that looks like the final invoice, usually to pay in advance or arrange an import.
No. They have their own series, so your invoice numbering stays continuous.
Yes. Choose the currency on the proforma, and the invoice created from it keeps the same currency. See multi-currency.
Create it from a quote or from scratch, and convert it when the deposit arrives.