What everyone should be doing right now:


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


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


3. Once your Proforma is good, then complete your billings in this orderĀ 

a. Return Billing

b. Sales billing

c. Workshop Billing

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


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


5. Email your Financial Manager the batch (s) and the final Proforma report