Works Online & Offline. A Complete GST Software for All Your Accounting Needs. Professionally designed Proforma Invoice formats. Download Now! A proforma invoice is a preliminary bill sent to a customer before a sale is finalised. Learn what it is, how it differs from a quote or a bill of lading, and when to use it. A proforma invoice is a preliminary document that outlines the estimated costs, terms, and conditions of a possible sale. Learn how it benefits buyers and sellers, its types, and how to create one with a template. Proforma Invoice : Explore its format, examples, & how to use it effectively in business transactions. Ensure clarity and professionalism in your invoicing process.