Onit's Pro Forma Invoicing feature gives vendors a straightforward way to add tax considerations and calculations to their invoices before submission  allowing you to make any necessary adjustments and edits and track those during the submission process before finalization.

Here, we will take you step-by-step through using Onit's Pro Forma Invoicing option.

1. Click on the matter that contains the pro forma invoice and click on the Invoice tab. Click on the name of the invoice you would like to access.

2. Click on the Invoice tab (next to Details); you will see that Pro Forma Review invoice is noted at the top of the screen and stamped across the main screen.

To the right of that panel, you can Enable Adjustments and switch the Currency. Clicking on the Settings wheel will help you modify your view.

3. Use the Line Items section to make any line-item adjustments needed.

You can adjust: 

• All Line Items (Including Fees, Expenses, Invoice-Level Discounts, and Invoice-Level Taxes) 
• Taxes 
• Timekeepers 
• Tasks and Activities 

Click the check box next to any single line item to edit lines individually.  

You can also click the top-level check box to bulk-edit the line items.

As soon as you click on the check box for the line items, the Adjustment box will appear on the right-hand side of the screen. Fill in the adjustment information and click Apply.

Note that on the main Line Item screen, the Tax Amount automatically adjusts to the new number.

4. Once you have finalized your adjustments, click on Approve Invoice to send the invoice back to the vendor. The vendor will reconcile their invoice copy to their local governments specifications and finalize for payment.