What is a Pro Forma Invoice?
A pro forma invoice is a preliminary bill of sale sent to customers before goods or services are delivered. It outlines the details of your order and the amount due, but it is not a demand for payment.
How Pro Forma Invoices Work
Order Creation: When you place a corporate order, a pro forma invoice is automatically generated with the status "Unpaid".
Review and Payment: You can download and send the pro forma invoice to the client to review the order details and arrange payment.
Payment Confirmation: Once payment is received, the pro forma invoice status is updated to "Paid".
Final Invoice: After payment confirmation, a final invoice is generated that can be downloaded and sent to the client for accounting.
Key Differences
Pro Forma Invoice: Generated upon order creation, shows 'Unpaid' status, used for payment arrangement.
Final Invoice: Generated upon payment confirmation, shows 'Paid' status, serves as official receipt.
Accessing Your Invoices
Both pro forma and final invoices can be downloaded from the Corporate Clients area on Clava.
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Need Help?
If you have questions about your pro forma invoice or need assistance with payment, please contact our support team.