Proforma invoice

Proforma invoices online,
free on every plan.

Issue unlimited proformas, even on Bill free. They don't count toward your invoice limit. When the payment lands, turn it into a fiscal invoice in one click.

Try it free for 30 days See plans
Proforma invoice

The app says it plainly: not a fiscal invoice

A proforma creates no VAT to pay and is not sent to e-Factura. When the payment lands, press Finalize and you have the invoice.

app.billyou.ro
Proforma invoice in the Billyou app, with the Finalize button

As many proformas as you need. Only invoices count toward your limit.

Your plan has a fixed monthly price. Only the fiscal invoices that actually go out come off your included invoices, never the proformas you sent before them.

Unlimited
proformas a month
on every plan
0
invoices used
from your limit
1 click
proforma to invoice
nothing retyped
0 RON
on Bill free
no card

What is a proforma invoice

A proforma invoice is a request for payment, not a fiscal document. It shows the client exactly what they are about to pay, with products, prices and VAT, before you issue the invoice. It is not booked in the accounts, creates no VAT liability and is not sent to e-Factura. Billyou never sends it to ANAF.

You use one to ask for an advance, when the client needs a document to approve the payment internally, or when you sell abroad and the buyer's bank asks for a proforma.

You ask for an advance

The client sees exactly what they pay before the work starts. Issue a separate proforma for the advance amount.

The client approves the payment internally

Many companies need a document before they approve a payment. The proforma is that document, with products, prices and VAT.

You sell abroad

The buyer needs a proforma for their bank. Send one in minutes, in foreign currency.

The deal is not final yet

A proforma is not booked in the accounts. If the deal falls through, there is nothing to reverse.

How it works

From proforma to fiscal invoice, nothing retyped.

01

Issue the proforma

Pick the client, add products, send. You set the proforma series once, in Settings > Series.

02

The client pays

The proforma stays in your account, linked to the client, until the payment arrives.

03

Turn it into an invoice

One click and you have the fiscal invoice, same lines, sent to e-Factura automatically. Only now does it count toward your invoice limit.

04

The proforma stays on record

After conversion, the proforma is marked as converted and cannot become a second invoice. No accidental duplicates.

Business Pro and Full manager

Sending an offer first?

On Business Pro and Full manager, a proforma can start from an accepted offer. Offer becomes proforma, proforma becomes invoice, nothing copied by hand.

See Offers and recipes

Proforma invoice questions

No. Proformas are unlimited on every plan. Only when you turn one into a fiscal invoice does that invoice count, once.
Yes. Bill free includes unlimited proformas.
No. A proforma isn't a fiscal document, so Billyou never sends it to e-Factura. The fiscal invoice you turn it into goes out automatically, like any invoice.
A proforma series, in Settings > Series > Proformas. You do it once.
No. A proforma becomes one invoice, with all its lines. For an advance, issue a separate proforma for the advance amount.
Yes, on Business Pro and Full manager. When the client accepts the offer, you turn it into a proforma, then an invoice, with nothing copied by hand.

Your first proforma in 2 minutes.

Free account, no card. Your first proforma goes out today.

Try it free for 30 days See plans