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# Pro-forma invoices
A pro-forma invoice is a preliminary document shared before delivery that outlines expected costs, quantities, and details of a transaction without requesting payment.
A *pro-forma invoice* is a preliminary document issued before goods or services are delivered. It provides an estimate of the transaction, including product details, quantities, pricing, and additional costs such as shipping or handling.
Unlike a standard invoice, a pro-forma invoice is **not a request for payment**. Instead, it is used to give customers a clear overview of expected charges before finalizing the transaction.
These documents are commonly shared alongside quotations or used during international trade processes, such as customs clearance.
## **Configuration**
To use pro-forma invoices, the feature must first be enabled.
Follow these steps:
- Navigate to **Sales app ‣ Configuration ‣ Settings**
- Locate the **Quotations & Orders** section
- Enable the **Pro-Forma Invoice** option
- Click **Save**
## **Send a pro-forma invoice**
Once enabled, pro-forma invoices can be sent directly from a quotation or sales order using the **Send Pro-Forma Invoice** button.
**Note**
The option to send a pro-forma invoice is not available in the following cases:
- When a down payment invoice has already been issued
- For recurring subscription orders
In these situations, the **Send Pro-Forma Invoice** button will not be displayed.
Pro-forma invoices can still be used for various scenarios, including:
- Service-based sales
- Event registrations
- Training or courses
- New subscription orders
They are not limited to physical or stockable products.
## **Email and delivery process**
Clicking **Send Pro-Forma Invoice** opens an email composition window.
In this window:
- The **Recipients** field is automatically filled with the customer’s email
- The **Subject** and email content can be adjusted as needed
- The pro-forma invoice is attached automatically as a PDF
Once everything is ready, click **Send** to deliver the email along with the attached document.
## **Preview the pro-forma invoice**
Before sending, you can review the document:
- Click the attached PDF in the email window
- The file will download instantly
- Open it locally to verify layout and details
**Tip**
Always preview the pro-forma invoice before sending it to ensure accuracy in pricing, formatting, and customer information.