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  1. New Invoicing - Pro forma

    12 votes

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    1 comment  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Hey Team, thanks for sharing this idea but right now Xero doesn’t have a dedicated pro‑forma invoice document type in Quotes or Invoices. We are moving this to Gaining Support so others can Vote and Comment.


    The main workaround is to use a Quote as your pro‑forma (with wording like “Pro‑forma invoice – not a tax invoice” in the template), then convert the quote to an invoice only once the amount is confirmed and you’re ready for it to hit your accounts.


    You can find more detail on how pro‑forma invoices work in our guide:

    What is a pro forma invoice? – https://www.xero.com/nz/guides/what-is-a-proforma-invoice/



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    Ben Adamson commented  · 

    Similarly, my client wants a pro-forma invoice in order to set me up as a client. The PFI will be for 100% of project value, but nothing will be paid against this. As work progresses, I will issue further invoices for actual payment. I guess I could issue the PFI and then do a credit note for same amount, so it doesn't mess up my accounts, but is there an easier way?