Getting Paid
Pro Forma Invoice (request for payment before supply)
A pro forma invoice asks for payment before you supply the goods or services. It is not a tax invoice, it does not trigger VAT and the customer cannot claim input VAT on it - so it must say so clearly and a proper tax invoice must follow the supply.
Low risk
General use - safe to send as-is once you've filled the gaps.
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When to use this
- •You need payment up front before ordering materials or starting work
- •You are taking a deposit or advance and want a clear request-to-pay document
- •You must avoid issuing a tax invoice before you have actually supplied