Make a pro forma invoice
Ask for payment before you start, with the price, GST and how to pay. Send the tax invoice once it’s done.
How to use it
- Add your business and payment details once.
- Add the customer and what they’re paying for.
- Click Save PDF. When the sale is made, send a tax invoice.
Built to the official rules: ATO: tax invoices.
Questions
Is a pro forma a tax invoice?
No, and it says so on the page. It’s a request for payment. Your customer can’t claim GST from it, so send a tax invoice once the sale is made.
Is my information uploaded?
No. Everything happens in your browser. Your business details are remembered on this device only, so the next document is quicker, and you can clear them at any time.
Other documents
