Proforma invoice: What it is and how to use one (2026)

Overview

A proforma invoice is a preliminary bill of sale. In this guide, we’ll take a look at why proforma invoices are important and when to use them. This version is adapted for Nexbal with a shorter, practical structure.

Key Takeaways

• Create free invoices with Conta
• What’s the difference between a regular invoice and a proforma invoice?
• When do you use proforma invoices?

Practical Checklist

1. Define the process and responsibilities before you invoice.
2. Verify customer data, amounts, taxes, and due dates.
3. Use a consistent template and keep documentation in one place.
4. Follow up unpaid invoices with a predictable reminder flow.