Proforma for motor mechanics
Software for motor mechanics: how Mechanic Manager supports motor workshop management for Australian motor mechanics.
A proforma is a preliminary bill — intended parts, labour and price before the sale is final. It is generally not the GST document a customer uses for an input tax credit. A tax invoice is the billed sale document (wording, ABN, GST) that belongs on the books. This page is not tax advice.
What Mechanic Manager does when you Save Invoice as a proforma: it commits spare parts (Committed up, Available down) and does not decrement on-hand stock. It also skips GST, receivables and journals. Saving a tax invoice moves stock and posts the sale. Mechanic Manager prints the proforma as a Pro-forma Invoice. Read the full proforma vs tax invoice explainer.
Use an estimate when the price could change (an estimate is not a quote). Use a proforma when the lines are set and you need to reserve parts without billing yet. only $59 per month including GST.