FINBIZTOOLS

Proforma Invoice Generator

Create professional proforma invoices in any currency with itemized goods/services, estimated shipping costs, custom payment terms, and validity expiry dates.

Private by design · Entries and logos stay in this browser. Nothing is saved automatically.

Changes the currency symbol and number format only. Amounts are not converted.

Review all particulars before issuing. Document numbers are manual. This is not an e-invoice or an independent proof of payment. Logos: PNG/JPEG, up to 2 MB and 2048 × 2048 pixels.

How it works

Enter seller and buyer information, proforma document number, issuance date, validity window, and line items. Specify optional shipping or handling charges and select your preferred display currency and tax rate.

Formula and methodology

Taxable Amount = Σ (Line Quantity × Unit Rate − Discount). Total Tax = Taxable Amount × (Tax Rate ÷ 100). Proforma Total = Taxable Amount + Total Tax + Shipping/Handling.

Example

5 units at 800 with 200 discount and 15% tax plus 100 shipping gives 3,800 taxable, 570 tax, 100 shipping = 4,470 total.

Frequently asked questions

What is a Proforma Invoice?

A proforma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods, detailing committed pricing and terms.

Related tools

Disclaimer

Proforma invoices represent preliminary commercial terms and are not final tax invoices.

Explore this topic

This tool is part of Business Documents and Records.

A common order: send a quotation, turn the accepted quote into an invoice, then record the payment with a receipt.

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