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1. Run Proforma Billing

Modified on: Thu, Jan 9 2025 4:58 PM


Running Proforma Billing

 

Note:

A couple of days prior to running all billings, you should run the Pro-forma Billings as a way to check/preview your results.

Once you check your Proforma report, email it to your Financial Manager for approval before running the actual billings. 

Pro-forma Billings will generate a Pro-forma invoice in case you would like to send it to the project for approval. There are two types of Pro-forma Billings that you should run, Pro-forma Continuation Billing and Pro-forma Return Billing. In the RentalResult core system, each has their own separate screen that you will have to run. 





 

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 field is accidentally 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



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