Overall Billing Procedure / Timing

1. Run your Pro-forma prior to completing the billing to double check the Phase codes/Categories/Prices

Pro-forma Return Billing
Pro-forma Continuation Billing

2. If you need to make changes, make sure to rerun your Pro-forma Report until everything looks right.

3. Once your Pro-forma is good, then complete your billings in this order:

a. Return Billing

b. Sales Billing

c. Workshop Billing (skip if your yard is not utilizing Workshop for repairs)

d. Continuation Billing (this one always has to be last)

4. Go to the Financial Batch Recovery screen in and take note of your batch #.

5. Email your Financial Manager the batch(s) and the final Pro-forma report by the 5th business day of the month for the previous month.