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--- module:project:proformainvoice:list [2015/02/24 18:49]
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+++ module:project:proformainvoice:list [2016/03/15 16:56] (current)
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 **User Involve:**
-Project Manager are responsible for initiating a Pro-forma Invoice of their own project to be processed and reported by accounting team with corresponding sales sales invoices and collection receipts. Both are in charge of maintaining a transparent and accurate pro-forma invoice system.
+Project Manager are responsible for initiating a Pro-forma Invoice of their own project to be processed and reported by accounting team with corresponding sales invoices and collection receipts. Both are in charge of maintaining a transparent and accurate pro-forma invoice system.
 **General Procedure/Instruction:**
@@ Line 31: / Line 31: @@
 a.3. click "save" to have an "On hold" or pending status pro-forma invoice
-**B. Requesting for Sale Invoice (PM)**
+**B. Requesting for Invoice (PM)**
-b.1. select an On-hold pro-forma invoice you want to have sale invoice
+b.1.	Select an On-hold pro-forma invoice you want to get invoiced by Accounting;
+b.2.	Finalize then Click “For SI” to notify accounting to start processing invoice;
-b.2. click "For SI" to notify accounting to start processing sale invoice; at the same time submit a sign printed copy of proforma invoice
 note: in clicking For SI button you will be asked to confirm the billing information and whether you like to affect other proforma invoice if changes made.
-b.3. receive a printed sale invoice from accounting to let you know that invoice is already done; at this time proforma invoice status is also set to "Invoiced" by accounting
+b.3.	Print and sign a copy of Pro-forma Invoice;
-**C. Updating System upon making Sale Invoice (Accounting)**
+b.4.	Submit copy of signed Pro-forma Invoice to Accounting officer In-charge for invoicing;
-c.1. select a "For SI" pro-forma invoice
+b.5.	Receive a printed Invoice from accounting – this will inform you that invoice was already made
+**C. Updating System upon making Sale Invoice of Billing Statement (Accounting)**
+c.1. select a "For SI" pro-forma invoice or Go directly to Invoice Module
 c.2. check correctness of details and billing information (ask for revision if with error)
+note: may use "rollback" button to return status to "on hold" then make revision
 c.3. process sales invoice (using Quick books)
-c.4. update the proforma invoice by adding a sales invoice record under sale invoice tab
+c.4. update the proforma invoice by adding an invoice record under Invoice tab
-c.5. click "save" and submit printed Sale Invoice to PM to notify and have signature
+c.5. click "save" and submit printed Invoice (BS or SI) to PM to notify and have signature
 **D. Updating System upon Collecting Payments (Accounting)**
-d.1. select the reference pro-forma invoice profile where the payment belongs
+d.1. select the reference pro-forma invoice profile where the payment belongs or go directly to Collection Module
 d.2. update the proforma invoice by adding a collection record under collection tab
-d.3. do steps 1 and 2 until collection amount matches sales invoice amount
+d.4. link the collection record with corresponding Invoices and distribute collected amount accordingly
+d.3. do steps 1 and 2 until collection amount matches invoice amount
 d.4. update the proforma invoice status to "Paid" when collection is 100%

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