Invoice questions › What is a pro forma invoice?
What is a pro forma invoice?
A pro forma invoice is a provisional one. It is not a real VAT invoice and your customer cannot reclaim VAT with it.
A pro forma invoice looks like an invoice but is not one. You use it to show in advance what something is going to cost, for example before a customer pays, or for customs with a shipment.
Because it is not a real invoice, no VAT obligation arises from it and your customer cannot deduct any VAT with it. Mark it clearly "pro forma", so nobody mistakes it for the final invoice.
Once the supply has gone through, the real invoice follows. In the editor pick "pro forma" as the document kind.
Pick 'pro forma' as the document kind in the editor and your pro forma invoice is there. No account needed to look around.
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This page is a summary, not legal advice. Invoicing is set at EU level but the details are national, so check with the European Commission or your own tax authority if your situation is unusual.