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A proforma invoice is a preliminary bill of sale sent to a buyer before a shipment or delivery of goods and services. It outlines the expected costs, terms, and conditions — but it’s not a legally binding invoice . Discover the essentials of proforma invoices , including their uses, benefits, and how they streamline pre-invoicing processes for businesses. 18 Free Proforma Invoice Templates (Word | Excel | PDF) A Proforma Invoice is a preliminary bill of sale sent to a customer/buyer in advance of delivery of goods or a shipment, i.e., before work is completed or a required action is completed. A proforma invoice is a preliminary invoice that is sent to a buyer before a sale is confirmed. Learn the difference between a proforma invoice and an invoice , the fields to include, and how to create one with Zoho Invoice .