What is it?
The Proforma Invoice Generator creates a proforma invoice: a preliminary bill sent before the sale, showing what the final invoice will look like.
Who is it for?
Businesses asking for advance payment, exporters and importers, and suppliers to companies and government offices.
When to use it
- A buyer needs it to approve a purchase or release an advance payment.
- Importers need it to open a letter of credit or arrange foreign payment.
- Government offices and companies ask for it before raising a purchase order.
Proforma vs tax invoice
- A proforma invoice is not a tax invoice: GST isn’t payable on it and the buyer can’t claim input tax credit from it.
- After the goods or services are supplied (or an advance is received, where GST rules require), issue a proper tax invoice with the Invoice Generator.
- Use a separate number series (PI-001…) so proformas never mix with tax invoices.
Make one
Fill in From, Bill to, items with + Add item, tax, and Valid until. Add payment terms and bank details for the advance.
Saving, reopening and sharing
- Your business details under From (your business, saved for next time) and your Logo (optional) are remembered on this device. Customers you use go into Saved customers.
- Tap Save to keep the document. Saved documents are listed so you can Open, Copy as new (for a repeat order) or Delete them, and Download list (CSV / Excel) for your records.
- Print / Save as PDF makes a PDF: choose Save as PDF as the printer. Send on WhatsApp shares a text summary.
Where is my data kept?
Everything is saved in this browser on this device, not on our servers. Clearing browsing data or using another phone or browser won’t show your documents. Download the list and PDFs regularly to keep copies.
Errors and how to fix them
- Buyer wants a tax invoice: issue one with the Invoice Generator after supply.
Open the tool: Proforma Invoice Generator
Still stuck?
Contact support. Tell us which tool or page you were using, what you tapped, what you saw, and your phone or computer and browser (for example: Android phone, Chrome). We reply by email.
Questions, or an error not listed here?
Tell us in the comments: what you were doing, the exact message you saw, and your device and browser. We read every comment and add new fixes to this article.