Proforma invoice generator
Choose proforma invoice as the document type and VegaPal handles the heading, the numbering series and the wording, so you are not editing an invoice template and hoping nobody notices. Payment instructions, validity and deposit terms all sit on the same page.
Because proforma is a real document type, the output says proforma invoice, carries its own number sequence and keeps your tax invoice numbering clean. Auditors and finance teams notice when those series are mixed.
Everything else behaves like the rest of the editor: line items with quantity and unit price, optional discount and tax, notes and terms.
Use the notes and terms fields to set out the split — what is due to start, what is due on delivery, and how long the pricing holds. Written terms save the awkward conversation later.
If you take a deposit now and the balance in a month, issue the proforma for the first amount and a tax invoice for the rest, so each document matches one payment.
Attach bank transfer details with account name, number, IBAN and SWIFT, a crypto wallet with its network, or cash instructions. The public page shows the same details as the PDF, with a QR code where the payment method supports one.
VegaPal is not in the payment path — the money moves from your client to your account, and you record it once you see it.
Mark the proforma as paid and issue the tax invoice for the completed sale. Both documents stay in your account, linked to the same client record.
On the free plan this counts toward the 3 documents a month included, so a deposit and its balance use two of them.
Request a production deposit with the specification itemised and the validity period stated.
Ask for the first month up front, then invoice normally once the work is underway.
Produce the value declaration a broker needs before the shipment is booked.
Start a new document and choose proforma invoice so the numbering and heading are right.
Add goods or services with quantities, apply tax or discount if relevant, and set the total.
State validity and deposit terms, then attach bank, crypto or cash instructions.
Send the PDF or link, and issue a tax invoice once the sale is complete.
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Prefer background reading first? The VegaPal Learn guides cover invoicing and payments in more depth, and pricing lists what each plan includes.
No. Proforma invoices have their own series, which keeps your tax invoice numbering continuous and easy to explain.
Yes, that is part of what makes it a proforma. Update it and reshare the link, which always shows the current version.
Issue the proforma for the deposit amount and describe the remaining balance in the terms, so each document corresponds to one payment.
Yes. Every document type counts toward the same monthly allowance of 3 on the free plan.
The free plan covers 3 documents a month, with PDF downloads and shareable payment pages included.