Invoicing Billing Schedules

Pro-forma Invoices

Pro-forma invoices may be generated from each of the scheduled bills. Highlight the schedule that you wish to action. The option to generate pro-form invoices is available in two places:

• Select Progress Billing > Proforma Invoice from the toolbar on the Billing Schedule tab.

• Right click on a line on the Billing Schedule tab and select Proforma Invoice.

The invoice will print, and a number will be allocated and shown in the Proforma Invoice column.

Tax Invoices

The Progress Billing dropdown and right-click menus also have options for creating a true tax invoice (Create Invoice).

Note: Be sure to set the appropriate General Ledger code in the GL Code column before invoicing.

Selecting this option opens the standard Exo Business Invoice Entry window. After invoicing, the invoice number will show in the Invoice No column and the background colour of the row will be green. The right-click menu now includes an option to View Invoice.