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0. Overall Billing Procedure / Timing
1. Run your Pro-forma Billing in CORE prior to completing the monthly billing to verify the phas
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1. Run Proforma Billing
Running Proforma Billing
Before running the final billings, you should run the Pro-forma B
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2. Run SWIN - Pro-forma Report (PROD)
Reviewing your Pro-forma Billing report is an important step as it provides an opportunity for the Y
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3.a. Return Billing
Return Billing: If rental order contract is in “returned” status and there are no other open rental
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3.b. Sales Billing
Sales Billing: Sales Billing can only be run once a Sales Order has been fully dispatched and will b
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3.c. Continuation Billing
Continuation Billing: The system is set up to use consolidated billing meaning if a single Project h
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4. Financial Batch Recovery
This step is required to obtain the batch numbers your Financial Manager will need to process your b
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5. Submit Billing to Financial Manager
Step 1: Create an email to your Financial Manager and RentalResult Product Manager.
Step 2: Paste
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Additional Credits
CORE - Additional Credits
Additional: Additional Credits are used when you need to apply a credi
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Amend Returned Amount
Amend Returned Amount
Note: This process will allow you to make corrections PRIOR to billing (Ex