One-Click Proforma → Tax Invoice
Convert an accepted quote into a real invoice instantly
When a customer accepts your proforma, convert it to a tax invoice with one click. Inventory is reserved, tax is applied, and a real invoice number is assigned automatically.
Invoice #GST-2023-001
Generated 2 mins ago
Billed To
Tech Solutions Ltd
GSTIN: 29ABCDE1234F1Z5
What do you get out of it?
The quote your customer accepted becomes the tax invoice without anyone retyping it. The lines, prices and customer carry across, and the moment of conversion is when stock and dues actually move.
How does it work?
- 1
The quote carries its own details
A proforma holds the customer, the lines, the quantities and the tax exactly as quoted, so everything needed for the invoice is already captured.
- 2
Converted in one step
Accepting the quote turns it into a tax invoice rather than starting a new document, which removes the retyping where errors usually enter.
- 3
The invoice number comes at conversion
A proforma is not a tax invoice, so it does not consume a number from your invoice series. The number is assigned when the real document is raised — which is what keeps the series consecutive.
- 4
Stock and dues move at the right moment
Nothing is deducted while a quote is outstanding. Stock reduces and the customer's balance changes when the invoice is raised, which is when the sale actually happens.
What situations does it handle?
A quote the customer negotiates
Revise the proforma and send it again. Only the accepted version becomes an invoice.
A quote that expires
The validity date on the proforma means an old quote does not bind you to last month's prices.
Part of the quote accepted
Convert what was agreed. The document that results reflects the actual order rather than the original hope.
How do you get more out of it?
- Quote through a proforma rather than a message — B2B buyers approve documents faster than they approve prices in chat.
- Put a validity date on every quote. It is the polite way to protect yourself against a price change.
- Convert as soon as the customer confirms, so stock reflects the commitment while the goods are still there.
Common questions
Can I convert a proforma invoice into a tax invoice?
Yes, in one step. The customer, lines, quantities and tax carry across into a proper tax invoice, so nothing is retyped and nothing is transcribed wrongly.
Does a proforma invoice use up an invoice number?
No. A proforma is not a tax invoice, so your invoice series is untouched until the real document is raised — which is what keeps the numbering consecutive.
When does stock reduce, at quotation or at invoice?
At the invoice. A quote does not move stock or the customer's balance; both change when the sale is confirmed and the tax invoice is raised.
Included free in every plan
One-Click Proforma → Tax Invoice isn't an upgrade or paid add-on. It sits inside Wiseventory alongside GST billing, inventory, POS, GSTR-1 filing and the rest. One simple price for everything.
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