A pro forma invoice is similar to an invoice, in that it includes almost exactly the same information as a normal invoice and is binding towards the final sale. The key difference is that a pro forma invoice is usually sent before a payment is made to make sure everything is in order.

In some countries or regions, it may be required that a pro forma invoice has to be sent to your customer before an official invoice is made.

With Invoice Falcon, you can create a pro forma invoice manually for orders outside your Shopify store.

Create a pro forma invoice

  1. Click on the ‘Pro forma invoices’ tab in the left menu bar.
  2. Click on ‘Create new pro forma invoice’
  3. This will take you to our Document Editor, where you can add your details as needed.
  4. After adding your details, click ‘View Document’ to generate the PDF.
  5. Finally, click ‘Print’ to print the invoice or ‘Send’ to send it to your customer.