Releasing the Latest Pro Forma Invoice When Previous Ones Are on Hold

​@raphrf No, pro forma invoices do not have to be released in the order you created. you can release Pro Forma 3 first as long as it doesn’t use the same budget or progress billing as the earlier ones.

Hi, we have extra in time and material , not only progressive. It ask to release the previous AR invoice related to the first proforma

“Pro Forma documents should be released in the sequence they were created”

ProFormas are progress billings and build upon one another.  it sounds like you are not using it this way.  if this is your regular method of operations, consider working with the business advisor to create a workflow.  If this is a single contract proforma invoicing / progress billing makes sense.  Are you using change orders or change order requests for your T&m tickets.  Change order requests upon approval would then turn to a change order and then add to your proforma.  

if you are using the above method, i would void the Proformas and use #3 as Progress billing #1 get it out and posted to ar.  Then resubmit the %age of completion on lump sum as billing #2 based on approved quantities % complete.  Note there typically is a standard turnaround time int he contracts for this process.  once approved then take off hold and process.  Lastly the T&m tickets not approved yet are still a cor until agreed with client.  

Hope this helps.