0. Overall Billing Procedure / Timing

1. Run your Pro-forma Billing in CORE prior to completing the monthly billing to verify the phases, categories, and prices are accurate.

CORE: Pro-forma Return Billing
CORE: Pro-forma Continuation Billing
Reporter5: SWIN - Proforma Report (PROD)

2. If you need to make changes, make sure to rerun your Proforma report until everything looks right.

3. Once your Proforma Billing is accurate, 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 (must be completed last)

4. Go to the Financial Batch Recovery module in CORE, take a screenshot of your batches.

5. Email your Financial Manager and RentalResult Product Manager, attach the screenshot and the FINAL excel Proforma report by the 3rd business day of the month for the previous month.