1. Before approving the invoice, you have the option of adding a PO number. Click .

2. Enter the PO number and click . The Pro Forma invoice will be sent back to Sizewise for final invoicing.

Note: If you need to dispute the invoice, do not add a PO number.

3. If a PO number is already on the order or is not required and the information is correct, click . The order will be sent back to Sizewise for final invoicing.

4. Once Sizewise has created the final invoice, you'll receive a notification and will be able to View, Print, and Download the final invoice under the Customer Invoice tab.

Note: Pro Forma invoices not approved or disputed within five days will automatically become final invoices.

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1. Under the Invoice tab, select .2. Scroll to the right next to the appropriate invoice and click to review.

Quick Reference Guide Pro Forma Invoices

Accessing Pro Forma Invoices

Approving a Pro Forma Invoice

Edit PO No

Approve

Pro Forma Invoice

Print/Download

Save and Approve

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Disputing a Pro Forma Invoice

1. Click on the column and select the appropriate reason. 2. Use the Dispute Information field to describe your reason for disputing, and the information that needs

attention. You may also note the PO number here.3. When complete, click to send the invoice and notes back to Sizewise Billing. After review, a

corrected Pro Forma Invoice will be available for review and approval, or a Sizewise representative will contact you.

4. Once approved and processed through Sizewise Billing, the final invoices will appear under the Customer Invoice tab. From there, you can Print/Download for processing.

For additional information, please see the Accessing Invoices guide at sizewise.com/stathelp.

Dispute

Dispute Reason

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