Jan 31, 2013 — We are trying to modify the pro-forma invoicing function that involves customer advances. In order to facilities the invoicing operation to be completely automatic, we will include the three options when generating proforma invoices:
- by customer;
- by job assignment ID;
- 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.