A proforma invoice is a pre-invoice you send before the sale is final — usually to get the customer’s commitment or an advance payment. Like an estimate, it does not touch your stock, GST reports, or invoice numbers.
Proforma invoices have their own number series that starts with PI, for
example PI2025-26/0001.
See your proforma invoices
Open Proforma Invoices from the sidebar. Each row shows the number, date, status (Open, Converted, or Closed), and total. Tap a row to open it.
Create a proforma invoice
- On the Proforma Invoices list, click New Proforma Invoice.
- The editor opens titled Proforma Invoice. Pick the customer.
- Add items, quantities and rates — the same line grid as an invoice.
- Optionally set a validity date.
- Click Save (Ctrl+S).
Open, edit or print
Tap a proforma invoice to open it. From the top you can:
- Edit — while it is still Open.
- Print — open the print preview to print or save it as a PDF, on A4, A5 or a thermal width.
- Delete — its number is not reused.
Turn it into an invoice
Open the proforma invoice and click Convert to invoice. Yojika creates a real sale invoice with a fresh number and the same items, and opens it. The proforma is then marked Converted and cannot be converted again.