Send a proforma invoice before the work is done. Proforma invoices look exactly like regular invoices but are clearly marked as estimates — they're non-binding, don't affect your revenue totals, and can't be marked as paid. Use them to quote a client, get approval before starting, or satisfy import/export documentation requirements. Once the work is complete, convert the proforma to a regular invoice in a single click and it carries all the details over automatically.
How to get started
- 1Go to Invoices from the left sidebar
- 2Click New Invoice and fill in the client, line items, and due date
- 3Toggle on "Proforma Invoice" before saving
- 4Save the invoice — it's created as a proforma and marked clearly in the list
- 5When ready to bill, open the proforma and click Convert to Invoice
- 6A regular invoice is created with all details carried over
Proforma invoice detail view showing the proforma badge, line items, and Convert to Invoice action