This tool prepares proforma invoices, price quotes and payment receipts. You enter your business details, the customer and the items, the page works out the tax and total, and you download the document as a PDF. There is no account, payment or watermark to deal with.
It does not issue an official tax invoice. In Turkey official invoices are issued as e-Fatura or e-Arşiv through systems authorised by the tax authority. The document made here is for telling a customer a price or showing a breakdown before payment. It is handy for freelancers and small businesses.
How to use
- Under Document choose the Document type: Proforma, Quote or Receipt. Fill in the Number, Currency, Date and, depending on the type, the Due date or Valid until.
- In Your business enter the business name, address, tax ID, email and phone. With Add logo you can upload a PNG, JPG, WebP or SVG logo.
- Write the customer's name or company in the Customer section.
- Under Items press Add line and enter the Description, Qty, Unit, Unit price, Tax and Discount for each item. Lines can be moved up or down and removed. If your prices already include tax, switch on Prices include tax.
- In Payment and notes add payment details such as bank, IBAN and account holder, plus any terms. Pick a Lines or Boxes template. Switch to the Preview view to look at the document.
- Press Download PDF. The print window opens. Choose the save as PDF option there and turn off headers and footers.
When it helps
When you need to tell a customer the price before payment, a proforma or quote does the job. For a website, a renovation, a translation or a batch of goods you get a neat PDF quickly. The receipt type records a payment received in cash or by transfer.
If you work for yourself, you write your business details once instead of rebuilding the layout in Word or Excel every time, and they come ready on the next document. It is a simple starting point for a business that has just begun to take work.
Tips
- This document is not a tax invoice, and it says so at the bottom. For an official invoice use the e-Fatura or e-Arşiv system.
- With Prices include tax on, the net amount is found by dividing the amount by 1 plus the tax rate and rounding to the cent, and the tax is the difference. The total stays equal to what you entered.
- Your business details and the latest draft are kept only in this browser, nothing is uploaded. To open it on another device, back up with Save JSON and restore with Open JSON.
- The New button clears the customer and items and keeps your business details.
- Check the figures before you send it. The tax rate and the amounts are your responsibility.