What is a proforma invoice?
A proforma invoice is a quote dressed as an invoice. You send it before you deliver, so the client can see exactly what they will get and what it will cost. Companies use them to approve spending, raise advances and compare suppliers before committing.
It looks like an invoice and carries the same details, but it asks for nothing yet. That is the whole difference, and the reason clients trust a business that quotes properly.
Proforma invoice vs invoice
Use a proforma invoice before delivery, when you are agreeing the price. Use an invoice after delivery, when payment is due. The proforma sets expectations, the invoice collects the money.
With this tool you do both in one place. Quote with the proforma setting, then flip the same document to an invoice when the work is done. Nothing gets re-typed.
How to create a proforma invoice in Nigeria
- Add your business name, contact details and, if you have one, your logo.
- Add the client's name and contact details.
- Describe each item or service with a quantity and unit price. The totals calculate as you type.
- Turn on VAT so the client sees the full cost including Nigeria's 7.5%.
- Add your bank details, then download the PDF or share it to WhatsApp, email or any app.
What a proper proforma invoice should include
- Your business name and contact details
- The client's name and contact details
- A unique document number
- The date and how long the quote stays valid
- A clear description of the goods or services
- The quoted amount, with VAT where it applies
- Payment terms and your bank account details
A quote that shows the bank details and the VAT upfront gets approved faster, because the client has nothing left to ask.
Proforma, invoice and receipt in one tool
Quote with a proforma invoice, bill with an invoice, and confirm payment with a receipt. Switch between all three at the top of the form. Each one opens its own tool, and everything you typed carries over.