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Proforma invoices are not legally binding and are not counted as official sales in your accounting department. Traditional invoices confirm a purchase or sale, whereas proforma invoices are just a way to establish the terms of the sale.

A proforma invoice (or a pro forma invoice, preliminary invoice, or simply proforma) is a preliminary bill of sale sent to a client before work is completed. Unlike a typical invoice, it's a commitment to goods or services that haven't yet been delivered.

A seller can create a proforma invoice anytime at the request of the buyer, so both parties know exactly what to expect from one another.

A pro forma invoice is actually not an invoice. It is a preliminary bill of sale sent to buyers when an order is placed and in advance of a shipment or delivery of goods. It will typically describe the purchased items, price, and other important information such as the shipping weight and transport charges.

Editing a proforma invoice template is straightforward. Once you have selected the proforma invoice template on the Invoice2go website, follow these steps: Open the template in whichever format you choose?pdf, excel, or word document. Customize the headers and add your company logo and contact information.

For example, a bakery customer might agree to the price of a cake on a pro forma invoice, and the baker will deliver the cake once it is ready. The customer will then pay for it when they receive the final, formal invoice. The final invoice amount should be the same or close to the amount on the pro forma invoice.

A final sales invoice (also called a commercial invoice, final invoice, or official invoice) is a business instrument that states the total amount due and requests payment. A proforma invoice is a declaration by the seller to provide products or services in the future and isn't a legally binding agreement.