Send a bill before the supply, in its own series, and convert it when the goods move.
A proforma invoice is the bill you send before the supply happens. It sets out the items, the amount, the taxes, the freight and your bank details, so a buyer can release an advance or open a file for approval. It runs in a numbering series of its own and stays out of your sales and GST records. When the goods move, it converts into a tax invoice.
Government departments, large factories and schools rarely pay against a quotation. Somebody in their accounts section wants a document with an amount, a tax figure and bank details before a payment file moves at all. So a tax invoice gets raised early, weeks before anything is despatched, and the month becomes awkward to explain.
A proforma sits in the gap between the quotation and the tax invoice. It reads like a bill and is numbered like one, in a series of its own. Once the order is confirmed it converts, carrying every line across, and only then does a tax invoice exist.
What proforma invoice management does.
The people who open this every day.
It is one part of a system, not an island.
A module earns its place by what it passes to the next one. These are the connections we set up most often.
- Estimate and quotation management
- Invoice management
- Receipts management
- Multi-currency support
- Tally
How we would put it in.
Questions owners ask about proforma invoice management.
Is a proforma invoice a tax invoice?
No. It is an offer document. It does not enter your GST records, and the buyer cannot claim input credit against it. When the tax invoice falls due for your supply is for your CA to advise.
Can we just send the quotation instead?
Often, yes. If your customers release advances against a quotation, you do not need this module at all. We are one small team in Nagarbhavi, Bengaluru, and saying so costs us less than building something nobody opens.
Does the proforma go into Tally?
Not while it is a proforma, because no sale has happened. The tax invoice it converts into goes across with the same items, rates and tax details.
Can it be sent in a foreign currency?
Yes, when multi-currency is switched on. The document shows the buyer’s currency with the rate applied on that date, and your rupee value is kept alongside.
Businesses that ask for this.
Modules that work with it.
Tell us how you handle proforma invoice management today.
A spreadsheet, a register or another system: say which, and we will tell you plainly what is worth changing.
- No obligation
- A reply within one business day
- Your details stay private