Configure Proforma Invoice Settings

Configure Proforma Invoice settings to set numbering, email templates, PDF attachments, and automated generation, including when Proforma Invoices are generated relative to the next renewal.

Find Proforma Invoice settings

Go to Config > Invoicing > Proforma Invoices.

Proforma Invoice email settings

Edit the email template used when Proforma Invoice emails are sent by clicking Edit Template.

Enable Attach PDFs to Emails to automatically attach a PDF copy of the Proforma Invoice to the email.

Automatic Proforma Invoice generation

Important: On a Site still using product-based billing (not yet on Plans), this section works differently: instead of one toggle for all Plans, choose between generating Proforma Invoices for all products or setting a separate automatic-generation rule for each product and price point.

Enable Generate Proforma Invoices Automatically to have Proforma Invoices generated and emailed to customers automatically, without manual action, for every Plan on the Site.

Once enabled, set the Number of days in advance proforma invoices are generated. If the time between subscription invoices is shorter than this value, a Proforma Invoice is generated right after the previous one.

Enable Send email when proforma invoice is generated to have the customer emailed automatically each time a Proforma Invoice is generated this way.

Advanced Billing also has a proforma_invoice_issued webhook that fires when a Proforma Invoice is issued. For the full list of webhook events, see Review Webhook Events.

Proforma Invoice start number

The Proforma Invoice Start Number field sets the next Proforma Invoice number. It must be at least the Site's next available number, either the highest existing Proforma Invoice number plus 1, or 1 if the Site has no Proforma Invoices yet, to prevent duplicate numbering.

Related information

To understand what a Proforma Invoice is and where to find one, see Understand Proforma Invoices.

To generate, share, email, or void a Proforma Invoice, see Create and Manage Proforma Invoices.