Is a proforma invoice a tax invoice?
No. The generated PDF states that it is a proforma and not a valid VAT or tax invoice.
Free PDF document tool
Prepare a non-fiscal advance document with proposed goods, services, prices, and terms. The PDF is clearly labelled and requires no account or email address.
A practical example
The editable example lists one planned order for CAD 900 and states that the document is non-fiscal. Replace the order, tax, delivery, and validity details.
Example line and notes loaded. Replace them with your own transaction details.
Clear exampleCreate a free account to store clients, reuse items, email invoices, set up recurring invoice schedules and more. The current free core does not require a payment card and has no invoice limit or watermark.
Create a free accountUse a proforma to describe an expected transaction before the final invoice, such as an order preview, advance commercial document, or customs reference where appropriate.
A proforma does not create a tax invoice, confirm payment, or replace required customs, clearance, or e-invoice records.
Use a quote for a defined offer, an estimate for uncertain costs, an invoice when payment is due, and a receipt after payment.
No. The generated PDF states that it is a proforma and not a valid VAT or tax invoice.
No. A proforma describes an expected transaction. It does not confirm that money was received.
Usually, yes, when the transaction reaches the point at which an invoice is required. Check the rules and e-invoice process that apply to your transaction.