# Pro-forma invoices

> A pro-forma invoice is an abridged or estimated invoice sent in advance of a delivery of goods.

Fonte: https://docs.kmee.com.br/en/odoo/modules/vendas/faturas-pro-forma/

A *pro-forma invoice* is an abridged or estimated invoice sent in advance of a delivery of goods. It notes the kind and quantity of goods, their value, and other important information, such as weight and transportation charges.

Pro-forma invoices are commonly used as preliminary invoices with a quotation. They are also used during importation for customs purposes. They differ from a normal invoice, in that they are *not* a demand (or request) for payment.

## Configuration

In order to utilize pro-forma invoices, the *Pro-Forma Invoice* feature **must** be activated.

To enable this feature, navigate to **Sales app -> Configuration -> Settings**, and in the **Quotations & Orders** section, click the checkbox next to **Pro-Forma Invoice**. Then, click **Save** to save all changes.

![The Pro-Forma Invoice feature setting in the Odoo Sales application.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/sales/invoicing/proforma/pro-forma-setting.png)

## Send pro-forma invoice

With the **Pro-Forma Invoice** feature activated, the option to send a pro-forma invoice is now available on any quotation or sales order, via the **Send Pro-Forma Invoice** button.

![The Send Pro-Forma Invoice button on a typical sales order in Odoo Sales.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/sales/invoicing/proforma/send-pro-forma-invoice-button.png)

Note

Pro-forma invoices can **not** be sent for a sales order or quotation if an invoice for a down payment has already been sent, or for a recurring subscription.

In either case, the **Send Pro-Froma Invoice** button does **not** appear.

However, pro-forma invoices **can** be sent for services, event registrations, courses, and/or new subscriptions. Pro-forma invoices are not limited to physical, consumable, or storable goods.

When the **Send Pro-Forma Invoice** button is clicked, a pop-up window appears, from which an email can be sent.

In the pop-up window, the **Recipients** field is auto-populated with the customer from the sales order or quotation. The **Subject** field and the body of the email can be modified, if necessary.

The pro-forma invoice is automatically added as an attachment to the email.

When ready, click **Send**, and Odoo instantly sends the email, with the attached pro-forma invoice, to the customer.

![The email pop-up window that appears with pro-forma invoice attached in Odoo Sales.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/sales/invoicing/proforma/pro-forma-email-message-pop-up.png)

Tip

To preview what the pro-forma invoice looks like, click on the PDF at the bottom of the email pop-up window *before* clicking **Send**. When clicked, the pro-forma invoice is downloaded instantly. Open that PDF to view (and review) the pro-forma invoice.

![Sample pro-forma invoice PDF from Odoo Sales.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/sales/invoicing/proforma/pro-forma-pdf.png)

See also

[Invoice based on delivered or ordered quantities](https://docs.kmee.com.br/en/odoo/enterprise/modules/vendas/faturar-pelo-entregue-ou-pelo-pedido/)