Create a proforma (performa) invoice
Send a proforma invoice for customs, bank LC, or buyer approval before you issue the final GST tax invoice.
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Billing & Spending › Sales › Tax Invoice
Hitesh
TAX INVOICE
TIMSIT Solutions Pvt. Ltd. · GSTIN 24AABCA1906H1Z8
Bill To: Apple India Private Limited
#INV-0042
18 Jul 2026
Due in 15 days
DescriptionHSNGSTAmount
Consulting — Retainer998318%₹60,000
Design Services998318%₹25,000
Website Maintenance998318%₹15,000
Subtotal₹1,00,000
CGST 9% + SGST 9%₹18,000
Grand Total₹0
Paid
Invoice Activity
Invoice created
From Quotation #QT-2026-001
Emailed to client
contact@apple.com
Viewed by client
2 hours ago
Payment received
₹1,18,000 via UPI
Settled in full · 0 days overdue
Payment received
₹1,18,000 via UPI · just now
How this looks in TiBook
How to
- 1Open Billing & Spending → Sales → Performa Invoice (
/voucher/performa_invoice). - 2Click Create and select the customer.
- 3Add line items, quantities, rates, and tax as expected on the final bill.
- 4State clearly in terms that this is a proforma and not a tax invoice.
- 5Include bank details if the buyer will remit advance against this document.
- 6Save and share PDF. When the deal closes, create a sales invoice with the tax invoice number.
Proforma vs quote vs sales invoice
Quote = offer to sell. Proforma = commitment details for payment/shipment, often with value. Sales invoice = statutory GST bill. Use proforma when the buyer’s accounts team asks for an invoice copy before payment but GST invoice date must be later.
Use a separate prefix (e.g. PI-) via Manage Prefixes so proforma numbers never clash with INV-.
Related articles
- Create a quotationSend a formal quote before the sale — same line items and tax as an invoice, but labelled as a quotation for customer approval.
- Create a GST sales invoiceOpen Sales Invoice, pick the customer, add taxed line items, and save a GST-compliant bill from Billing & Spending → Sales.
- Document number prefixesSet INV-, QT-, PO-, and other prefixes per document type so sales, quotes, and purchase series stay separate and audit-friendly.
Need more help?
Email, call, or WhatsApp the TiBook team. We can walk through invoicing, stock, POS, or your GST setup.
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