When you show buyers what they’re purchasing and for what price - before payment is due - both of you have time to address any discrepancies. Think of them as a precursor to a sales invoice - a formal quote that details the cost of services and goods you’re providing the buyer.
Unlike a traditional invoice, pro forma invoices don’t legally ask buyers for payment. When you and a buyer agree to a transaction, you may still want to make sure you both understand what you’ll exchange before legally committing. But their usefulness goes well beyond their definition - particularly when it comes to handling budget concerns with clients. The words “pro forma” are Latin for “for form’s sake,” indicating a formality or courtesy.
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This is where learning how to create pro forma invoices comes in handy. Miscommunication between you and your clients, especially when it comes to money, sometimes stems from confusion, leading to wasted time and the loss of business. You can never underestimate the power of being on the same page with others - especially when you’re a project manager overseeing a budget or a business owner charging for goods and services.
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