Prepare the pro forma before the invoice exists.

A pro forma is not an invoice or receivable before conversion. That boundary matters when someone asks whether a document should appear in an invoice review or be treated as an amount awaiting collection. The existence of a pro forma alone does not establish either.

Describe the document by its actual state in handoff notes. A proposed amount and an issued invoice answer different questions, even when the customer and underlying work are the same.

1. Prepare the pro forma for the customer and work under consideration.
2. Issue the pro forma as a pro forma, keeping its document identity clear.
3. When it is accepted, convert it into one draft invoice.
4. Review the resulting draft through the invoice workflow.

• Invoices and PDFs ↗Create invoices, retain positive and negative adjustments, and generate invoice PDFs.
• Use the pro-forma decision record ↗

The conversion workflow does not decide contractual terms, tax treatment, or whether your organization should issue an invoice. Use the appropriate review for those decisions. Nor does conversion mean payment has been received.

• Read the pro-forma definition ↗
• Read the receivable definition ↗
• Read the invoice-versus-pro-forma field note ↗