How to make a pro forma invoice
Fill in the template above — everything updates live and nothing is uploaded until you choose to save.
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1
Add your details
Enter your business name, address and logo, then the recipient’s details.
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2
List the items
Add a line per product, service or task with quantity and price. Totals calculate automatically.
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3
Set terms & taxes
Choose the currency, add tax, discounts or shipping, and write any notes or terms.
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4
Download or send
Download a print-ready PDF, or save it to your account and email it straight to your client.
What is a pro forma invoice?
A pro forma invoice is a preliminary bill sent before goods are delivered. It is commonly used for customs declarations, to secure financing or to request a deposit — it is not a demand for payment in the accounting sense.
What to include
- Your business name, contact details and tax ID if registered
- The recipient’s name and address
- A unique pro forma invoice number and the date
- A clear description, quantity and price for each line
- Any taxes, discounts and the total
- Notes, terms or payment instructions
Pro Forma Invoice generator FAQ
Yes. You can create and download unlimited pro forma invoice PDFs without an account. A free account adds cloud history and email sending.
Yes. Upload a PNG or JPG logo, pick one of three designs and choose any accent colour. Save it as your default template to reuse next time.
Drafts are stored only in your own browser. Nothing is saved on our servers unless you log in and click Save.
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