Selling & documents

Proforma invoices

Get paid before you deliver

  • Add-on module
  • Selling & documents
Start your 15-day free trial Try it in a demo store
How it works

Proforma invoices in one picture

Follow the data from what you enter to what you get back. Every step below happens inside StartERP, with nothing to retype.

What goes in

  • Customer
  • Items and prices
  • Advance or bank terms

What StartERP does

Proforma invoices

  1. Issues the proforma
  2. Records the advance
  3. Converts to tax invoice

What you get

  • Proforma for approval
  • Advance on account
  • Final invoice, no retyping

Why it pays off

Get paid up front with no double work

Start using Proforma invoices in 3 steps

The same three steps wait for you as a checklist on the module's first screen, and most tick themselves as you do them.

  1. Step 1

    Add the customer

    Or pick an existing one.

  2. Step 2

    Issue a proforma

    Items, prices and advance terms.

  3. Step 3

    Convert to the tax invoice

    One click when the order is confirmed.

Add it when you sign up, or any time later from Subscription & billing.

Start your 15-day free trial Read the full guide
Proforma invoices

What it does for your business

Issue proforma invoices for advance payments, approvals and letters of credit, then convert them into the final tax invoice without retyping.

  1. Proforma to tax invoice in one click

  2. Advance payments recorded against it

  3. Same branded layout as your invoices

  4. Clear status: open, paid, invoiced

Inside the module

Real screens from a StartERP demo store. Tap a screen to see it full size.

Proformas form

Step-by-step guides

Frequently asked questions

Is Proforma invoices included in StartERP?

Proforma invoices is an add-on module. Add it when you sign up or any time later from Subscription & billing, and pay only for the modules you use.

Can I try Proforma invoices before I pay?

Yes. Open a demo store for your business type to use it with sample data, or start the 15-day free trial with your own data. No card is needed.

Does Proforma invoices work in Arabic and on a phone?

Yes. Every StartERP screen works in Arabic and English, on a computer, tablet or phone, and users and devices are unlimited.

Start selling with a ZATCA-ready POS today

Prices on request: pick the modules your business needs and we will email you a quote. Subscribe or buy the licence once. Unlimited users and devices. Every store starts with a 15-day free trial.

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