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Pro Forma Invoices

The Pro Forma Invoices data model provides a detailed view of construction billing activity in Acumatica before invoices are finalized. It includes pro forma invoice headers and lines, billing type, status, project, task, customer, branch, account group, employee, vendor, invoice dates, posting periods, quantities, rates, retainage, and billing amounts. Use it to review time and material and progress billing activity, monitor invoice preparation, and analyze project billing details before release.

How to use this data model​

  • Review pro forma invoices by project and customer to understand pending construction billing activity.
  • Compare time and material and progress billing lines to analyze the different billing methods used across projects.
  • Track invoice status, dates, and posting periods to monitor where pro forma invoices are in the billing process.
  • Analyze billing by project task, account group, and cost code for detailed revenue and cost allocation.
  • Review quantities, units of measure, rates, and line amounts to validate the components of each billing line.
  • Monitor retainage and billable amounts to understand how much is being withheld and how much is ready to invoice.
  • Analyze billing by employee, vendor, branch, customer location, and project manager to compare activity across operational dimensions.
  • Trace applications and customer order numbers to connect pro forma invoices with related project and customer documentation.

Available views​

ViewTypeWhat it shows
Invoice Totals SummaryWorksheetSummarizes pro forma invoices by reference number, including status, customer and project details, billing amounts, taxes, retainage, invoice totals, and outstanding amounts.
Invoice Line DetailsWorksheetProvides line-level pro forma invoice details by billing type, including project tasks, employees, quantities, amounts, unit prices, retainage, and billed amounts.