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Request a retainer or bill fees before the final invoice — fees, disbursements and tax, clearly separated.
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Lawyers often send a proforma before the real invoice: to request a retainer, to let the client check the fee note, or — as in Italy, where the «fattura proforma» or «parcella» is standard — because the tax invoice is only issued when payment arrives. It separates professional fees from disbursements such as court fees, and shows any withholding the client must apply.
This template opens with professional fees and a disbursements line. Describe the matter and the period, add any withholding or retainer already paid, and download a PDF for the client.
Terms: Final invoice issued on receipt of payment
To ask for payment before issuing the tax invoice — in countries such as Italy professionals invoice only when paid — and so the client can approve the fee note first.
Yes. Costs paid on the client’s behalf — court fees, registry charges — are usually listed apart from fees and often carry no tax.
Yes — create and download it with no account.
Yes — CalculatorAI's proforma invoice generator is completely free. Create, customise and download as many professional PDF proforma invoices as you want, with no signup, no watermark and no trial limit. A free account adds saved clients, history and the Invoices Tracker.
A proforma invoice is a preliminary, good-faith estimate sent before the sale is final — it is not a demand for payment and not a tax invoice. A commercial (final) invoice is issued once the goods or services are delivered, and that is the document the buyer pays and books against.
A proforma confirms the deal before it is final. When the order is on, the Invoices Tracker turns it into a real invoice and keeps your clients, payments and what is still owed in one place.
Open the Invoices Tracker