> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/documents/sales-documents/proforma-invoices.md).

# Proforma invoices

When a client pays before you deliver, they need a document to pay against, but it isn't a tax invoice yet. A proforma invoice in OrderEazi shows the client what they owe for all or part of the order. It doesn't sync to your accounting system.

### Before you start

You'll need the **Create Documents** permission, in the **Projects** permission group. The project must have a sales order first. Once the project has a tax invoice, **Proforma Invoice(s)** no longer appears in **Create Documents**.

### How to create a proforma invoice

1. At the bottom of the project, select **Create Documents**.
2. Next to **Proforma Invoice(s)**, select **Create**.
3. For each line, enter the quantity to include in **Allocate**. Leave a line at 0 to leave it off.
4. Check the email to your client.
5. Select **Create and Email**, or **Create** if email is turned off.

You see "Proforma Invoice Created". Its due date is the project's **Due Date**.

**Example:** Your client must pay 50% upfront on 20 chairs. You create a proforma invoice for 10 chairs, and the **Proforma Invoice(s)** row shows **Partially Created**. Later you create the tax invoice for all 20 when they're delivered.

### How proforma invoices work

You can create several proforma invoices for different parts of the order. The row shows **Completed** once every line is covered. Proforma invoices stay in OrderEazi: only tax invoices reach your accounting system.

### Related pages

* [Tax invoices](/central/order-management/documents/sales-documents/tax-invoices.md): the invoice that syncs to your accounting system
* [Sales orders](/central/order-management/documents/sales-documents/sales-orders.md): create the sales order first