A proforma invoice gives your customer the price before you supply the goods or service, for example so they can arrange payment or approval. Add items, the total in naira and the amount in words, then share the PDF on WhatsApp.
Questions
What is a proforma invoice?
A document that shows what you will supply and the price, before the sale. It is not the final invoice; you issue the invoice when you supply.
Is a proforma invoice the same as a quotation?
They are close. A quotation offers a price; a proforma invoice looks like the invoice to come and is often used for payment approval or import paperwork.
Can I turn a proforma into an invoice?
Yes. After sharing it, tap “Turn into invoice”. The items and customer are copied, with a new invoice number.