Pro Forma Invoice Generator
Build a preliminary quote, clearly marked as not a request for payment. Fill in the form and print it, or save it as a PDF.
What a pro forma invoice actually is
The word “pro forma” confuses people, and the confusion is reasonable: it isn’t an offer, a real invoice, or a receipt, and it isn’t nothing either. In practice a pro forma covers three moments: giving a client a price quote before any work starts, getting the client’s written approval on that quote, and (for cross-border shipments) declaring expected value for customs. It is not a tax invoice, it does notrequest payment, and it does not count as revenue in your bookkeeping. Ready to bill for real? Once the work is confirmed, use the invoice generatorinstead: that document is an actual payment request with a real invoice number. If you’re shipping goods, check the customs requirements of the destination country yourself: this tool doesn’t know them and doesn’t guess at them.
Nothing you type here is uploaded anywhere: your business details are saved only in this browser’s local storage, on your own device, so they’re still here next time. Client details are never saved, so every new pro forma starts with a blank client section.
Related tools
Next step
Take it further, in a spreadsheet
A pro forma is the start of a job: a quote sent before any work begins. The Small Business Finance Kit picks up from there, once the job is confirmed and it’s time to invoice, track payment, and close the books.
FreeFree Invoice Template
One invoice, built and ready to send. For your very first bill.
Get the free template →€4.95Small Business Expense Tracker
One workbook that logs expenses and totals the tax. For tracking spending on its own.
Get the Small Business Expense Tracker →€14.95Small Business Finance Kit
Every invoice, expense, and profit number in one workbook. For running the whole business.
Get the Small Business Finance Kit →