Proforma Invoice Guide | InstaDispatch

Proforma Invoice – User Guide

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3 min read

Updated 11 May 2026

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proforma invoice instadispatch invoice management software courier invoice system logistics billing software shipment invoicing invoice preview delivery software

A proforma invoice is a feature that allows users to generate a preliminary invoice before sending the final invoice to customers.
It helps review shipment charges, validate billing data, and share estimated invoices with customers in advance.

When to Use Proforma Invoice

Use a proforma invoice when:

You want to preview invoice details before final billing
You need to share estimated charges with customers
You want to generate invoices based on shipment dates and for particular customers.

How to Access

Go to Customers
Select Customers Invoice
Choose Proforma Invoice

Note

This option is available only if the Invoice module is enabled in your account

Key Features

Generate invoices based on:
- Booking Date
- Pickup Date
Send invoice directly to:
- Customer billing email
- Additional email (optional)
Download invoice in
- PDF format
- Excel format