Running Proforma Billing

Before running the final billings, you should run the Pro-forma Billings first to preview the expected results and make any necessary corrections. If corrections are made, re-run the Pro-forma billings to ensure the changes work as expected.

Note:  You will complete the following process for the BOTH the Pro-forma Return Billing and then the Pro-forma Continuation Billing in RentalResult CORE. 

STEP 1: Click Billing/Approvals

STEP 2: Click Billing

STEP 3: Click either Pro-forma Continuation Billing or Pro-forma Return Billing depending on which one you are currently running

STEP 4: Click Create New

STEP 5: Enter the last day of the month for the month that you are billing

STEP 6: Enter a cutoff time (Remember this is military time)

STEP 7: Double check that your branch is populating in the field

Note: If the Branch left blank, the Pro-forma Billing will be ran for all Branches and Projects.

STEP 8: Enter the last day of the month for the month that you are billing

STEP 9: Click Save and Close

STEP 10: Click Yes

STEP 11: Click Yes

STEP 12: Close Pro-forma Billing Window