Choose the document for its purpose
An estimate describes proposed work and terms for the client to review. A pro forma provides commercial information before the final invoice and states its informational purpose.
An invoice records the transaction and follows applicable invoicing rules. Conversion in Quotisa is available only in supported countries and situations.
Keep the pro forma label
The pro forma PDF keeps an explicit informational notice. It does not prove payment or tax transmission and does not replace the final invoice.