Proforma
PF/10/2026/01
Design service1 000,00 zł
VAT 23%230,00 zł
Total1 230,00 zł
Prepare invoice
Set out the terms before issuing an invoice
Prepare a proforma for your customer with items, an amount and payment terms. Keep it in your sales workflow and move to an invoice when appropriate.
Explore an illustrative Norman workflow.
Proforma invoices
From everyday work to organised records. See how the workflow connects.
A separate document
A proforma has its own label and numbering. The customer sees the terms of the planned transaction.
Proforma
PF/10/2026/01
Design service1 000,00 zł
VAT 23%230,00 zł
Total1 230,00 zł
Prepare invoice
Invoice FV/10/2026/01
Example: design service
Interactive exampleStudio Forma
- Net
- 1 000,00 zł
- VAT 23%
- 230,00 zł
- Amount due
- 1 230,00 zł
Domestic sale with 23% VAT.
From proforma to invoice
Use the proforma details to prepare an invoice and retain the link between the documents.
FV/10/2026/02Partially paid
Amount paid
Example: one invoice, two payments, one revenue entry.400,00 / 1 000,00 zł
- First payment
- 400,00 zł
- Outstanding
- 600,00 zł
Payment review
After receiving payment, review its link to the document and invoice. Determine the appropriate invoice type for the amount received.
Terms first. Invoice next.
Your customer gets clear terms, and you keep the sales workflow connected.
Describe the order
Add the customer, service or goods, price and payment terms.
Prepare the invoice
Reuse the proforma details. Check dates and the appropriate document type.
Link the payment
Match the receipt to the right invoice and review the remaining balance.
Good to know
Does a proforma itself create a tax invoice?
No. A proforma sets out transaction terms. Before accounting for a payment or delivery, check which actual invoice needs to be issued.
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