Pre-invoice documents
Print pro forma invoices from approved estimate data
Use estimate data to share a pro forma invoice when customers need a formal preview before the final taxable invoice.
Customers get a formal pre-invoice document.
Your team avoids creating tax invoices too early.
Sales and finance stay aligned on the same estimate data.
Workflow
How teams usually use it
These pages focus on the capabilities inside the accounting app itself, not internal operations or onboarding constraints.
Create an estimate with customer and item details.
Review totals, notes, and commercial terms.
Use the pro forma print option where a formal preview is needed.
Useful before final billing
A pro forma invoice is commonly used before the final invoice, especially when a customer needs a formal estimate-like document for internal approval, import, payment, or procurement steps.
Keeps estimate and invoice intent separate.
Supports customer-facing documentation without premature revenue posting.
Fits Indian business workflows where pro forma documents are commonly requested.
Controlled from estimate data
By reusing estimate information, CashyNest reduces duplicated entry and avoids divergence between quote and pre-invoice documents.
Same customer and line item base.
Same notes and terms template support.
Consistent branding and print padding.
Keep learning
Read the operational guide for pro forma invoices.
The docs app includes setup sequence, controls, mistakes to avoid, and practical workflow guidance for this area.