Pro Forma invoice

A Pro Forma document isn’t a VAT invoice — it isn’t sent to KSeF and isn’t a basis for settling tax. It’s used to present an offer or a payment request before the actual invoice is issued. How the parties document the transaction is up to them.

How to issue a Pro Forma

1. In Issue invoice, turn on the Pro Forma toggle.
2. Fill in the counterparty’s details and line items.
3. Save the document — optionally generating a payment link for the buyer at the same time.

Payment and converting to a VAT invoice

The buyer can pay a Pro Forma with a payment link, just like a regular invoice — see Payment link and split payment. Payment does not automatically issue a VAT invoice. Once the payment is recorded, you need to convert the Pro Forma into a VAT invoice yourself from the document’s card — only that invoice is sent to KSeF.

Caution

Issuing a VAT invoice after a paid Pro Forma is a separate, deliberate action — it doesn’t happen automatically when the payment is recorded.

What’s next

• Rachunek or invoice
• Issuing your first invoice