Free proforma invoice maker
Send the buyer a proforma invoice in a minute: exactly what they will get, the price with GST, your bank details and a UPI code for the advance. When the money comes in, turn it into the tax invoice with one click. No login, nothing sent to anyone.
How to make a proforma invoice here
- Type your business details once. Name, address, state and GSTIN, plus bank details and UPI ID under "Logo, signature and bank details", so the buyer can pay the advance. Saved businesses appear as you type.
- Add the buyer and the items. Saved customers and items come up as suggestions with their HSN code, unit, rate and GST rate. Pick one and the line fills in; nothing fills in by itself.
- Set "Valid until". Prices on a proforma are usually held for 7 to 30 days. The date prints at the top.
- Check GST. Keep "Show GST on this document" ticked if you are registered: CGST + SGST is used when the buyer is in your state, IGST when they are in another state. Untick it if you are not registered.
- Save, then Print / PDF or Share. Share sends a PDF through WhatsApp, email or any app on your phone. On a computer the PDF is downloaded so you can attach it.
- Payment received? Set the status to Accepted and press Make invoice. The invoice maker opens with the same buyer, items and rates, and the proforma number as its reference.
What it does for you
- GST worked out for you: CGST + SGST, IGST or UTGST chosen from the two states, with a tax summary by HSN.
- Ready for the advance: bank details and a UPI QR code with the exact amount are printed on the page.
- One number series, PI/26-27/001 onwards, restarting every financial year, with a warning when a number is used twice.
- Track every offer: Waiting for reply, Accepted, Not accepted or Invoice made.
- Print the way you need: A4 or A5 paper, Classic, Modern or Compact design, six colours.
- In your language: 24 languages on screen; the printed proforma stays in English so any buyer, bank or customs officer can read it.
Your data stays with you
Everything you type is kept in this browser on this device. There is no account and nothing is uploaded to us. Your businesses, customers, suppliers and items are shared with the other Nivesh Sahayak document tools through my.niveshsahayak.in, so details you saved while making an invoice or a quotation are already here as suggestions.
Guides
Questions people ask
Is this proforma invoice maker free?
Yes. Making, saving, printing and sharing proforma invoices is free, with no login and no limit. A small line at the bottom of the page says where it was made.
Is a proforma invoice valid under GST?
It is not a GST document. GST rules list the tax invoice, bill of supply, receipt voucher, credit and debit notes and others, but not the proforma. No tax becomes due because you issue one, and it does not go into your returns.
Can the buyer claim GST input credit on a proforma?
No. Input tax credit needs a tax invoice (or debit note). The buyer claims credit on the tax invoice you issue when you supply.
Should a proforma invoice have a number?
Yes, give every proforma its own number, in a series separate from your tax invoices, such as PI/26-27/001. This maker suggests the next one for each business and financial year.
How do I turn a proforma into a tax invoice?
Save it, then press Make invoice. The invoice maker opens with the same buyer, items and rates. Choose the invoice number and date, check and save.
How long is a proforma invoice valid?
As long as you say. Write the date in Valid until: 7 days when prices move fast, 15 to 30 days for most goods and services.
How do I send it on WhatsApp?
Press Share. On a phone the share sheet opens with the PDF attached: pick WhatsApp and the chat. On a computer the PDF is downloaded so you can attach it in WhatsApp Web or email.