Proforma invoice: What it is and how to use one (2026)
A proforma invoice is a preliminary bill of sale. In this guide, we’ll take a look at why proforma invoices are important and…
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
- Define the process and responsibilities before you invoice.
- Verify customer data, amounts, taxes, and due dates.
- Use a consistent template and keep documentation in one place.
- Follow up unpaid invoices with a predictable reminder flow.
Start invoicing with Nexbal
Use Nexbal to create and send professional invoices with less manual work.