Choose the document for its purpose
A quote proposes work and terms for acceptance. A pro forma presents commercial information before the final invoice and keeps an explicit informational notice. Neither document proves payment.
An invoice records the transaction. Use the invoicing procedure and required information that apply to your business; Quotisa does not transmit invoices to tax authorities.
Fictional example · Australia
Quote: Leak detection · $300.00
Pro forma: Leak detection · $300.00
PRO FORMA. For information only. This document is not a fiscal invoice or a payment receipt.