1
Enter Seller & Buyer Info
Fill in your company details and the prospective buyer's information. Use a clear title like 'Proforma Invoice'.
2
List Proposed Items
Detail the goods or services, quantities, and prices you are offering. This forms your commitment to the price.
3
Generate and Send
Generate the PDF. It will be clearly marked as a tax invoice, which you can use as a proforma document. Send it to your client to confirm the order details.