What is a Pro Forma Invoice? 

A proforma invoice is a preliminary bill or estimated invoice which is used to request payment from the committed buyer for goods or services before they are supplied. A proforma invoice includes a description of the goods, the total payable amount and other details about the transaction.

How is Proforma Invoice Requested?

The Support teams or AEs can submit a COMS ticket to Twilio Billing Ops to get the invoice.

Step-by-step Guide

1. Select New Case on the Salesforce Help Center page.

2. Of the drop down options presented, select COMS: Billing Team.

3. Under  What do you need help with? Select Non-Standard Request under  Request Category select Custom Invoice Request, select priority of the case and also mention in the description that you are requesting for an proforma invoice and add a screenshot of customer’s request in the chatter.

7. Click Save after filling  the remaining sections..

Examples: 

• Here is an example of a completed request for an account to receive a Proforma invoice.