Invoicing Billing Schedules

Pro-forma Invoices

You can generate pro-forma invoices from scheduled bills. You can generate pro-form invoices by:

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

• Right clicking on a line on the Billing Schedule tab and selecting Proforma Invoice.

The invoice prints. A number is allocated and displays in the Proforma Invoice column.

Tax Invoices

Create a tax invoice by selecting Create Invoice from the Progress Billing dropdown.

Note: Set the General Ledger code in the GL Code column before invoicing.

Selecting this option opens the Invoice Entry window. After invoicing, the invoice number displays in the Invoice No column. The background colour of the row is green. You can select the View Invoice option from the right-click menu.