Gems
Pro Forma Invoices
Free
Send your customer a pre-invoice document with full details: amounts, terms, and breakdown. Perfect for validating scope before billing — and then convert the pro forma into a final invoice with a single click once everything is approved.
What you get
What's included
- Reusable professional templates
- Send by email or shared link
- One-click conversion to a final invoice
- Pro-forma history per customer
- No fiscal value or official numbering
- Synced with your CRM
