Factura Proforma: ¿Qué es y Cuándo Usarla?

Proforma Invoice: What It Is and When to Use One

What Is a Proforma Invoice?

A proforma invoice is a preliminary estimate sent *before* you finalize a deal.

It's not a request for payment (that's a real invoice). It's a proposal that says: "If you approve this, here's what I'll charge."

Key difference from a real invoice: - Proforma: "This is what I *will* charge you (if you say yes)" - Real invoice: "You *have* agreed to this price, now pay"

When to Use a Proforma Invoice

Use a proforma invoice when:

✅ The scope is large or unclear (you want written approval) ✅ You're working with a new client (reduce scope creep) ✅ International shipping is involved (needed for customs) ✅ There's a long timeline (lock in prices) ✅ Complex project with multiple phases

Proforma vs Real Invoice

Key Features

1. Mark it clearly as "Proforma" ``` PROFORMA INVOICE — Not a Tax Invoice ```

2. Include an expiration date ``` Valid until: February 15, 2025 (Prices/terms may change after this date) ```

3. Don't include a due date ``` ❌ NO: "Due: February 15" ✅ YES: "Valid until: February 15" ```

When to Walk the Escalation Ladder

Proforma → Sign contract → Work begins → Real invoice → Payment due

[Create professional proformas free](/create-free-invoice) — marked clearly as preliminary.