> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/beta-programs/beta-programs/proforma-invoicing.md).

# Proforma invoicing

Create a proforma document first, then generate the final invoice from the same data.

Proforma invoicing adds a proforma step to the invoice module.

You create a non-final proforma document first. You generate the final fiscal invoice from the same data after approval, delivery, or payment.

{% hint style="info" %}
This beta can still change during the program.
{% endhint %}

### What this beta does

* The beta adds a proforma flow to Backoffice Invoices.
* You can share amounts and line items before a final invoice number is booked.
* Proforma options appear alongside existing invoice actions in the invoice overview.
* Sales, execution, and finance work from the same invoice line without re-entering line items or customer data.

To join an open beta:

1. Open **Beta programs** from the menu.
2. Find the beta you want to test.
3. Open the beta and read the **About** tab.
4. Click **Join beta**.
5. Use the **Feedback survey** link while you test.

If the beta is not open yet, click **I'm interested** instead.

### Create a proforma and convert it

{% stepper %}
{% step %}

### Open Invoices

Open the invoice overview after the beta is active.
{% endstep %}

{% step %}

### Create the proforma document

Use the proforma option to create a non-final document from the invoice data.
{% endstep %}

{% step %}

### Send or download the proforma

Share the proforma with the customer or other teams for review.
{% endstep %}

{% step %}

### Generate the final invoice

Once the flow is ready for final billing, generate the final invoice from the same data.

Some conversion behavior is still being refined during the beta.
{% endstep %}
{% endstepper %}

### Frequently asked questions

<details>

<summary>Do I have to re-enter line items for the final invoice?</summary>

No. The final invoice is generated from the same data as the proforma.

</details>

<details>

<summary>When is a final invoice number booked?</summary>

Only when you generate the final invoice. The proforma document is not a final fiscal invoice.

</details>

<details>

<summary>Who can join this beta?</summary>

Accounts with invoicing enabled on plan level Boost or higher.

</details>

### Related topics

* [**Invoices**](/backoffice/backoffice/invoices.md)
* [**Quotes**](/backoffice/backoffice/quotes.md)


---

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