Sales Proforma Invoice

A Proforma Sales Invoice is a quote-style invoice, usually sent when a customer needs to pay in advance and wants the details of what they are paying for.

A proforma looks like a Sales Invoice, but it has no effect on your accounts. It creates no ledger entries and can’t be posted. When the sale goes ahead, you convert the proforma into a Sales Invoice.

• Convert to Sales Invoice⁽¹⁾ creates a Sales Invoice from the proforma. Use Send Email or PDF to send the proforma to the customer.
• Posting Status and Invoice⁽²⁾ show whether the proforma has been converted and link to the Sales Invoice it became.

Proforma invoices are for sales only. On the purchase side, use a Purchase Order to record what you have agreed to buy before the supplier’s invoice arrives.

If the customer pays before you convert the proforma, record the money as a Sales Payment on Account and allocate it to the Sales Invoice once it is posted.

Related articles

• Creating a Sales Proforma Invoice
• Sales Invoice