Magento 2 Proforma Invoice as PDF for prepayment and export
SKU: PROFORMAINVOICE1
- proforma invoice as PDF before payment or shipment
- own number range, clear note that it is not an invoice
- tariff number and country of origin from product attributes
- download in the account, admin button and email attachment
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Magento 2 Proforma Invoice: create the advance document before payment or customs clearance
With the Magento 2 proforma invoice from Mironsoft you create an advance document as PDF for orders. It serves prepayment, customs clearance for exports or the internal approval process at the customer. The PDF carries its own number range, a clear note that it is not an invoice in the tax sense and, if wanted, tariff number and country of origin. Customers download it in the account or receive it by email.
Advance document as PDF
One click turns any order into a document with items, totals and payment details.
Own number range
Proforma numbers run separately from invoice numbers, for example with the prefix PF.
Clear note
An imprint states that the document is not an invoice and gives no right to deduct input tax.
Export data
Tariff number, country of origin and weight come from product attributes and appear per item.
Download in the account
Customers download the proforma invoice in their account, guests via an email link.
Email attachment
The order confirmation or payment reminder can attach the PDF automatically.
Why shops need a Magento 2 proforma invoice
With prepayment customers want something in hand before the transfer that they can show their accounting department. In export, customs asks for a document with goods value and tariff number before the shipment is released. That is why merchants look for a Magento 2 proforma invoice, for a Magento 2 invoice before payment or a Magento 2 export invoice. The standard system does not know this document.
Without a Magento 2 proforma invoice, merchants make do with word-processor templates or misused invoices. That costs time and risks an advance document looking like an invoice by mistake. The module separates both cleanly: own number range, own imprint, own storage.
Create the Magento 2 proforma invoice with one click in the admin or automatically
The order view has a Create proforma invoice button. Alternatively the document is created automatically as soon as an order arrives with a payment method you choose, for example prepayment. The PDF contains sender, recipient, items, totals and payment details. A validity note such as Payable until shows customers by when the amount is expected.
- Button in the order view
- Automatic creation per payment method
- Validity note such as Payable until
Own number range and a clear imprint for the proforma invoice
The numbers of proforma documents run separately from invoice numbers, with prefix and counter per store view. The PDF carries a clearly visible note that it is not an invoice. When the real invoice is created later, it has its own number and the proforma remains as a record. Whether the proforma number appears on the invoice as a reference is a setting.
- Prefix and counter per store view
- Clear note on the PDF
- Proforma number optionally as reference on the invoice
Magento 2 proforma invoice for export with customs data
For shipments to third countries the PDF shows tariff number, country of origin and weight per item. The values come from product attributes that you assign in the admin. A field for delivery terms and a currency line complete the document. If a mandatory value is missing, the module points it out in the admin before the PDF is created. Customs review remains the shop operator’s task.
- Tariff number and country of origin per item
- Delivery terms and currency on the document
- Admin notice for missing mandatory values
Delivering the Magento 2 proforma invoice to customers and accounting
Customers find the document in their account under the order, guests receive a signed download link in the email. The PDF can also be attached to the order confirmation or to a payment reminder, optionally as a copy to an internal address. The download works through the Hyvä interface with Alpine.js and needs no extra library.
- Download in the customer account
- Signed link for guests
- Email attachment and internal copy
Where the Magento 2 proforma invoice helps in everyday shop work
Typical situations in which a Magento 2 proforma invoice is needed as an advance document.
Prepayment in B2B
The buyer submits the proforma invoice for approval and transfers the money only afterwards.
Export to third countries
Customs receives goods value, tariff number and country of origin before the shipment is cleared.
Grant applications and budgets
Customers need a document with the amount for applications before the real invoice exists.
Samples and payment after approval
For sample shipments without charge, the document serves as a value statement for transport and insurance.
Magento 2 proforma invoice: comparison without and with the module
The difference to word-processor templates and misused invoices.
| Topic | Without the module | With Mironsoft Proforma Invoice |
|---|---|---|
| Creation | Manual work in templates | PDF by click or automatically |
| Numbers | Shared with invoices or assigned freely | Own number range |
| Distinction | Confusion with the invoice possible | Imprint Not an invoice |
| Export data | Typed in afterwards | From product attributes |
| Delivery | Manually by email | Account download and email attachment |
How we set up the Magento 2 proforma invoice for you
The process after your order.
Agreement
You decide for which payment methods and countries the proforma invoice is created and which export fields are needed.
Installation
We install the Magento 2 proforma invoice and set up number range and imprint per store view.
Attributes
We assign tariff number, country of origin and weight to your product attributes.
Test
We check the Magento 2 proforma invoice PDF, numbering, account download, guest link and email attachment with test orders.
Handover
Your team gets an introduction to creation, settings and email dispatch.
Delimitation from PDF invoice, packing slip and request for quote
The PDF invoice from Mironsoft designs the final invoice after payment or shipment. The packing slip designer concerns the document in the parcel, and the request for quote module creates quotes from customer enquiries. The Magento 2 proforma invoice is the advance document in between: without tax effect, with its own number range and with export fields.
Legal questions, for example on VAT or customs, are reviewed by the shop operator. The interface runs with Alpine.js in the Hyvä theme, without extra JavaScript.
No download — personal setup instead
Proforma Invoice is not listed here as a ready-made download file for self-installation. The purchase is a service commission: we get in touch after the purchase, install the Magento 2 proforma invoice in your shop and agree on number range, imprint, export fields and email dispatch together with you.
Frequently asked questions
Everything important about document, number range, export and the purchase process.
How can I create a proforma invoice in Magento 2?
Is a proforma invoice a real invoice?
How can I provide an invoice before payment in Magento 2?
Does the proforma invoice have its own number range?
How can I create an export invoice with a tariff number in Magento 2?
Can customers download the proforma invoice themselves?
What happens when the real invoice is created later?
Can I change the note text?
Does the Magento 2 proforma invoice work with Hyvä?
Can I download and install the module myself?
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Magento 2 Proforma Invoice – Mironsoft