Free proforma invoice generator
A proforma invoice tells your customer exactly what they will be billed, tax included, before the sale happens. Businesses send one to ask for an advance, to support a customer’s purchase approval or a bank remittance, or to put a price in writing.
This generator lays it out like a tax invoice, with GSTINs, HSN or SAC codes and the right CGST, SGST or IGST, and titles it 'Proforma Invoice' so nobody mistakes it for the invoice that follows.
- No sign-up
- GST checked by InvoizeFlow
- PDF download
Saved in this browser only.
Your business
Printed at the top of the document, as the supplier.
Your 15-character GST number. Its first two digits are your state.
Bill to
Who the document is addressed to.
Needed for a registered business customer (B2B), so they can claim the input tax credit.
Details
Up to 16 letters, digits, - or /, unique in your series.
Where the supply is made. The same state as yours means CGST and SGST; another state means IGST.
The recipient pays the GST to the government, so the document charges none and says so.
Items
Price each item before GST. The tax is worked out from the rate and the place of supply.
- Item 1
Amount —
Discount on the whole proforma invoice
Taken off the taxable value before GST, spread across the items.
Notes
Logo and signature
Shrunk in your browser, then checked again and redrawn by our server before they are printed.
Logo (optional)
PNG, JPEG or WebP. Printed in the document's header.
Signature (optional)
Printed above “Authorised signatory”. A transparent PNG looks best.
Keep it in InvoizeFlow
Create a free account and this proforma invoice is waiting in it as a draft, with your customer added to your records. No card needed.
What your proforma invoice includes
- The title 'Proforma Invoice'
- Your business name, address and GSTIN, or your PAN if you are not registered
- A proforma number, the issue date and a due date for payment
- Your customer's name, address and GSTIN, and the place of supply
- Each item with its HSN or SAC code, quantity, rate, discount and GST rate
- CGST and SGST or IGST, the total, the amount in words and the balance due
- Your terms, notes and logo, and your signature above 'Authorised signatory'
How to make one
- 1Enter your business and GSTIN, then your customer.
- 2Give the proforma its own number, such as PI-001, and a date by which you want to be paid.
- 3Add the items and their GST rates exactly as you expect to invoice them.
- 4Add your payment terms, for example that work begins once the proforma is paid.
- 5Download the PDF and send it.
A worked example
Deccan Cloud Services, registered in Telangana, sends a proforma invoice to Lotus Hospitals in Telangana. Both are in the same state, so the 18% GST is split into 9% CGST and 9% SGST.
| Item | Qty × rate | Taxable value | GST |
|---|---|---|---|
| Annual cloud hosting planSAC 998315 | 1 × ₹1,20,000.00 | ₹1,20,000.00 | ₹21,600.00 |
| Setup and data migrationSAC 998313 | 1 × ₹25,000.00 | ₹25,000.00 | ₹4,500.00 |
| Taxable value | ₹1,45,000.00 | ||
| CGST at 9% | ₹13,050.00 | ||
| SGST at 9% | ₹13,050.00 | ||
| Total | ₹1,71,100.00 | ||
Load this example into the generator above with Load a sample. Every item here is at 18%; use the rate that applies to your own goods or services.
A proforma invoice is not a tax invoice
GST law does not define a proforma invoice, and it has no tax effect of its own. It is not a tax invoice, and your customer cannot claim input tax credit on it. Think of it as a formal quotation in the shape of an invoice.
When the supply is made, you issue a tax invoice, from your tax invoice series, for what was actually supplied. That invoice is what goes into your GST return.
Keep a separate number series
Number proforma invoices in their own series, such as PI-001, PI-002. Rule 46 asks for tax invoices to be numbered consecutively, and a proforma that never becomes a sale would leave a gap if it shared their series.
Why show GST on a proforma
Your customer is deciding whether to pay, so the proforma should show the full amount they will be asked for, split as the tax invoice will split it. Showing CGST and SGST, or IGST, also lets a registered customer see the input tax credit they will be able to claim once the tax invoice arrives.
Advances
Being paid against a proforma can have GST consequences. Advances for services are generally taxable when received, and the law asks for a receipt voucher for them (Rule 50). Since November 2017, advances for goods have generally not been taxed on receipt (Notification 66/2017-Central Tax).
This page explains the rules in general terms. It is not tax advice; check anything specific to your business with your accountant.
Questions
No. It is a commercial document that shows what will be billed. The tax invoice is issued when the supply is made, and that is the document your customer claims input tax credit on.
Not because of the proforma itself. GST becomes due under the usual rules: when you supply, or for services, when you receive an advance.
Yes. Like an invoice, it shows the total, the amount paid (nothing yet) and the balance, with the due date you set.
Make the tax invoice with the GST invoice generator, using a number from your tax invoice series and the date of supply. In an InvoizeFlow account, raise it as an invoice.
No. What you enter is sent to InvoizeFlow to total and render the PDF, and is not stored. Your draft stays in your browser until you clear it.
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