# Generate a proforma invoice

Use company, banking and product information to create a PI in your customer's language, save it, revise it and download its PDF.

## Who this is for

For people preparing a customer-facing PI for a quotation or order.

## Create and deliver a PI

1. Open [PI Generator](/admin/pi-generator). Edit an existing document or choose New PI.
2. Choose the customer document language and check the number, dates, currency and trade terms. Numbers must be unique within the current team.
3. Check the seller and buyer. The tax identifier's name appears above the field; enter only the identifier. Syncing company information replaces this PI's seller and receiving account details.
4. Add items or select a product. Available SKU, name, description, model and packing are filled in. Check quantity, unit and price. Write descriptions in the customer's language.
5. Check lead time, shipping, payment, ports and notes. Known standard terms follow the selected language; custom text is not automatically translated.
6. The editor and actual PDF preview are open together. The bottom action bar provides Save PI, Save and export PDF, and a current PDF preview. Long descriptions flow across pages.
7. Save the PI, or save and export its PDF. A document that has never been saved is marked Unsaved draft.
8. Search the list by number or buyer to reopen and revise a saved PI. Deliver a revised PDF again if you previously sent the document.

## Credits and saving

A new PI is charged once on its first successful save, at the current Tool Market price (currently 3 credits). Editing, previews and repeat downloads have no additional charge. Failed saves are not charged; insufficient credits prevent document creation.

If another window has changed the PI, saving stops and asks you to reopen the latest version, preserving the saved changes.

## Check before delivery

- Document language is independent of the interface language. Legal company names, addresses and bank account values are not rewritten.
- Unnamed rows are excluded from preview totals; complete all required items before saving.
- Total quantity is shown only when every item uses the same unit.
- Detailed descriptions follow the goods table and reference their item numbers.
- If PDF preview fails, entries remain editable. Check the company logo and retry.
- Saving or downloading does not send the document. Status is a manual communication record.


### Can a PI reuse company and product information?

Yes. Sync seller and receiving-account details from the company profile and choose product assets for line items.

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Canonical HTML: https://app.tradegoai.app/docs/tool-pi-generator
Last updated: 2026-10-04

Related documentation:
- [Find and use products in Tool Market](https://app.tradegoai.app/docs/tool-market)
- [Create your company workspace](https://app.tradegoai.app/docs/business-company-profile)
- [Add and maintain product assets](https://app.tradegoai.app/docs/business-product-assets)