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