A proforma invoice is a preliminary bill or estimated invoice which is used to request payment from the committed buyer for goods or services before they are supplied. A proforma invoice includes a description of the goods, the total payable amount and other details about the transaction.

It is essentially a "good faith" agreement between you (the seller) and a customer so the buyer knows what to expect ahead of time.

For example, if payment is required in advance to ensure financing is secured before you manufacture goods or supply a service, a proforma can be used to propose the details of the upcoming transaction.

Geebooks makes it easy to create and track proforma-invoices. To make the process simple proforma-invoices are connected to an estimate by default. This ensures a seamless tracking. An estimate can be converted to a proforma-invoice with just a click of a button. This reduces man hours and makes the overall experience seamless and easy.

Estimates can be converted to proforma-invoice in a single click. This makes it easy to create professional looking proforma-invoices quickly and saves a lot of man hours.

Email proforma-invoices

In Geebooks the proforma-invoices can be emailed to the right person right inside the Geebooks interface. No need to download and attach to your email.

Like an estimate can be converted to proforma-invoice in a click, similarly a proforma-invoice can also be converted to an invoice with just a single click. This ensures that the invoice is error free. If required the invoice can further be edited.