Belvara

Free business tool

Create a clear pro forma invoice in minutes.

Show the customer the services, prices, tax, validity and payment terms before you issue the final invoice.

No signup requiredYour data stays in your browserPrint or save as PDF
Create pro forma invoiceEdit the sample details below or replace them with your own. The preview is created only from what you enter here.

Your business

Shown as the sender of the pro forma invoice.

Your logo
PNG, JPG, WEBP or SVG.

Customer

Who is receiving this pro forma invoice?

Shipping addressOnly show it when the delivery location is different.

Pro forma invoice details

Keep the proposal traceable and time-bound.

Currency
Type a code or currency name.
Customer PO / reference numberShow it only when the customer has supplied a reference.
Estimated deliveryAdd a delivery date or lead-time commitment.

Services

Add what you are proposing to provide.

Service 1
Service 2

Pricing adjustments

Optional means optional. If it is off, it disappears from the editor, preview, totals and print layout.

DiscountNo discount row or calculation when disabled.
Tax / VATTurn it off and no tax label, reserved space or calculation remains.
Shipping / extra chargeUse for delivery, freight, handling or another pre-sale charge.
Deposit requiredShow the amount or percentage needed to confirm the order.

Payment details

Give the customer a clear way to proceed if they accept the pro forma.

Payment instructionsM-Pesa, bank details, payment link or custom instructions.

Notes, terms & status

Keep the customer clear on what this document does and does not confirm.

NotesAdd context, scope or a short customer message.
Terms & conditionsInclude commercial conditions that apply before the final sale.
Pro forma status noteRecommended: make it explicit that this is not the final tax invoice.
Authorized signatureAdd a simple authorization line.

Choose a design

Change how the pro forma looks without changing the details above.

Design
Live previewWhat you see is what prints. The preview sits below the details on every screen size.
BelvaraNairobi, Kenya hello@belvara.co.ke +254 000 000 000 belvara.co.ke

Pro Forma Invoice

# PF-0001 Issued 08 Nov 2026 Valid until 22 Nov 2026 Valid for 14 days
Prepared forAcme & Co.Upper Hill, Nairobi Kenya finance@example.com
DescriptionQtyRateAmount
Website designResponsive website design1Ksh 65,000.00Ksh 65,000.00
Brand identity designLogo and visual identity1Ksh 45,000.00Ksh 45,000.00
TermsPrices are valid until the date shown above. Final billing will be issued on the tax invoice.

SubtotalKsh 110,000.00

Pro forma totalKsh 110,000.00

Pro forma statusThis is a pro forma invoice issued for quotation and payment-planning purposes. It is not a final tax invoice or proof of payment.
Payment detailsAdd your payment instructions here.
Generated with Belvarabelvara.co.ke

When a pro forma is no longer enough

One proposed sale should become one connected transaction.

A pro forma can show a customer what the deal should look like. Belvara keeps the customer, pricing, order, stock, payment and final invoice connected when that deal becomes real.

  • Move from proposal to order without re-entering the details.
  • Keep preliminary documents separate from final invoices.
  • Keep payments, fulfilment and customer history visible.
  • Carry the commercial trail through to the final sale.

One sale should happen once. Not once in the pro forma, once in a message, once in an order sheet and once again when you issue the final invoice.

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