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We are trying to modify the pro-forma invoicing function that involves customer advances.

In order to facilitates the invoicing operation to be completely automatic, we will include the three options when generating proforma invoices:

  1. By customer;
  2. By job assignment ID;
  3. By billing code.

Invoices can then be separated or consolidated, based on the options and credited with any customer advances.

This option will replace the Grouping option in Proforma Invoicing.