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You then have to save the proforma invoice, attach it to an email, and manually convert it to a finalised invoice.

One way of creating a proforma invoice is to adjust an invoice template in Word or Excel to become a proforma invoice template by removing the invoice number and changing the title of the document. Issue a proforma invoice with Word or Excel The two most common ways to issue a proforma invoice are Word/Excel templates and invoicing software. You could also issue a proforma invoice if you need to provide a sales document for goods or services that you have not yet supplied, or to declare the value of goods for customs purposes. A proforma invoice declares the seller’s commitment to providing the goods or services specified to the buyer at certain prices but isn’t recorded in your accounts until a true invoice is issued to confirm the final prices and information. However, there are many situations in which it’s better to send a proforma invoice than a finalised invoice.įor example, it's sometimes necessary to issue a sales document before the details of a sale are completely finalised. īy definition, a proforma invoice is not a true invoice. Stay ahead of the competition by creating unique, professional invoices in just a few clicks with SumUp Invoices. A proforma invoice is a document sent to a buyer under certain circumstances – usually before all details of the sale are known.