← Glossary

What is Proforma Invoice?

Definition

A preliminary bill sent before goods or services are delivered, often used for approvals or advance payment.

In depth

Proformas set expectations without creating a tax document. EazyCXM generates them from the same line items as the final invoice.

Quotes & Finance
Related terms

More on Quotes & Finance

CPQ

Software that helps sales teams configure products, apply correct pricing and generate accurate quotes quickly.

Quotation

A formal document offering products or services at stated prices and terms.

Sales Order

A confirmed customer order that authorises fulfilment and billing.

Invoice

A document requesting payment for goods or services delivered, with tax and totals.

Proforma Invoice, made practical

EazyCXM puts concepts like this to work across your business — see it on a demo.

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