If a customer wishes to pay for an order in advance, the Billing Analyst can issue a pre-bill invoice
Work with your Billing Analyst for all pre-bill requests. The billing analyst can issue a pro-forma invoice to the customer.
Billing Analysts, follow these steps:
- Use Review Customer Orders to locate the order needing pre-billed. Note: If the school is set to bill-complete, then look it up by the Reference Order Number.
- Click Hamburger > Order Forms
- Select Proforma Invoice from the dropdown menu
- Select Download Form to receive the PDF.
