What is a pro-forma invoice?

1 minute read

A pro-forma invoice is a preliminary invoice that outlines the expected cost of care before any actual billing takes place. In a Care Home setting, it is commonly used for respite residents prior to admission, providing a clear breakdown of the charges.

Found includes a dedicated pro-forma invoice feature designed to streamline the billing process. This allows care homes to generate accurate, professional preliminary invoices quickly for respite bookings.

This feature ensures all charges are reviewed and confirmed in advance, helping to prevent discrepancies and delays when issuing final invoices.

Using pro-forma invoices enables care homes to:

• Offer transparency to fee payers through clear, upfront cost breakdowns
• Decentralise responsibility by empowering those with the homes to manage respite billing directly, reducing reliance on a central HQ finance team

This approach supports more efficient operations and improves communication with families and funders alike.