Proforma invoice software, GST-ready
Send professional proforma invoices and quotes, then convert to a tax invoice in one click — with GST computed correctly — on an offline app.
Live product UI — sample data.
Professional proforma
Branded proforma invoices and quotes with your items, GST and terms.
Convert when confirmed
Turn a proforma into a GST tax invoice or sales order in one click.
Share & track
Share as PDF via WhatsApp or email, with status and follow-up.
What this actually means in practice
A proforma invoice looks like an invoice and is deliberately not one. It is a commitment document — the figure a buyer needs to release an advance, a bank needs to open a credit, a customs broker needs to value a consignment, or a purchase committee needs to approve a spend. Issuing one creates no output tax liability for you and gives the buyer nothing to claim input credit against.
The tax invoice is a separate, later act. Once the supply happens — or, for services, within the period notified for issuing an invoice — a real tax invoice must be raised, and that is the document carrying GST, the buyer's credit and your GSTR-1 line. An advance received against a proforma is accounted as an advance, not as revenue, until the supply it was taken for is actually made.
LekhaPro treats the proforma as exactly that. It is numbered in its own series, shows GST computed the way the final bill will compute it so the buyer sees the true landed figure, and posts nothing to the ledger or to any return. Converting it produces the tax invoice with the same lines and the same pricing basis, and the proforma stays linked behind the invoice for the file.
| What a proforma does | What it does NOT do |
|---|---|
| States the price, quantity and terms of a proposed supply | Does not evidence a supply that has happened |
| Gives a buyer a figure to seek approval or release an advance | Does not create output tax liability for you |
| Travels with import and letter-of-credit paperwork | Does not entitle the buyer to input tax credit |
| Shows GST as it will appear on the final bill | Does not appear in GSTR-1 or in your turnover |
| Converts into a tax invoice when the supply is made | Does not replace that tax invoice, or excuse issuing it |
What’s included
- Proforma invoices & quotes
- GST-correct pricing
- One-click convert to tax invoice
- Sales orders
- Share via WhatsApp / email
- Revisions & versions
- Offline-first
What it does not do
- · A proforma is not a tax invoice: it claims no credit, creates no liability, and never satisfies the requirement to issue a tax invoice on supply.
- · LekhaPro will not decide for you when the tax invoice falls due — it neither blocks nor auto-converts a proforma once the supply has happened.
- · No payroll module, and there is no automated Tally import — masters and opening balances come across, transaction history does not.
Frequently asked
Can a proforma become a tax invoice?
Yes — convert a proforma to a GST tax invoice or sales order in one click, carrying all items over.
Is the GST correct on a proforma?
Yes — GST is computed by construction so the figures match the final invoice.
Is it offline?
Yes — create, convert and share offline.
Can a customer claim input tax credit on a proforma invoice?
No, and neither can you treat it as a supply. Input tax credit is claimed against a tax invoice or a debit note, and a proforma is neither — it is a quotation dressed in invoice format. If a buyer's accounts team has booked a proforma, the entry has to be reversed and the real tax invoice booked in its place.
When must a proforma become a tax invoice?
When the supply is made — goods removed or made available, or a service completed — within the time notified for that class of supply. The proforma does not extend that deadline, and an advance sitting against it does not either. In LekhaPro you convert the proforma, which raises the tax invoice on the same lines and leaves the proforma linked behind it.
What exactly is included in Proforma · quote?
proforma invoices & quotes, GST-correct pricing, one-click convert to tax invoice, sales orders, share via WhatsApp / email and revisions & versions, and 1 more. Every item on that list is a working screen you can open in the trial rather than a capability described in the abstract.
How is proforma · quote handled differently here?
It rests on professional proforma, convert when confirmed and share & track. The distinction that matters is that these are structural rather than cosmetic — the behaviour is built into how records are posted, not layered on as a report you have to remember to run.
Does Proforma · quote post to the real books?
Yes, and that is the whole reason it lives in this product rather than beside it. What professional proforma records lands in the same posted double-entry ledger the Trial Balance, P&L and GST returns are built from — so there is no second set of proforma · quote numbers to reconcile against the first.
Does Proforma · quote cost extra?
No. Proforma · quote is part of the accounting core rather than a paid add-on, so convert when confirmed is there on the entry tier exactly as it is on the highest one. What the tiers change is reach and depth — devices, multi-branch and multi-warehouse reporting, and whether the conversational AI copilots are switched on.
Can I try Proforma · quote before committing?
Yes — 14 days, no card. Test proforma · quote against your own masters and your own transactions rather than sample data: the questions worth answering here are about your business's edge cases, and a demo dataset is built not to have any.