Proforma invoice

Meaning

A proforma invoice is a preliminary invoice that you can send to prospective clients or to existing clients who want to confirm the sale.

Key points

• Proforma invoice appears frequently in invoicing, payment handling, and bookkeeping workflows.
• The term improves clarity between clients, suppliers, and accounting teams.
• Consistent use supports cleaner documentation and better reporting quality.

Practical use

In Nexbal workflows, proforma invoice is used to keep invoice and payment operations structured and auditable.