Glossary

What is Pro forma invoice?

A preliminary invoice sent before work or delivery, often to request upfront payment.

A pro forma invoice sets out what will be charged, but is not a VAT invoice and does not create a debt in your accounts. Businesses use them to request payment in advance or to give a client a firm quote they can get approved.

Once paid (or the work is delivered), you issue a proper invoice.

Example

A photographer sends a pro forma for the full wedding package; the client pays it to secure the date.

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