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Creating invoices based on time spent on particular tasks, e.g. hours of design work, days of consulting etc, is an accurate and efficient way of invoicing particular types of products. Ensuring this time is tracked accurately and allocated to the correct can be a time-consuming task with a measurable impact on invoicing and related processes.
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Solution
Creating Time-Based Products
As of version 2.131, it is now possible to invoice time-based products in ADvendio through the use of timesheets and timesheet activities. To create time-based invoices for an item, simply set Time Tracking to true on the Campaign Item either through an automated process or the Media Configuration. If this field isn’t visible, your Salesforce Admin will need to add it to the layout and tab setup.
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The entered activities will automatically be summed up in the relevant Revenue Schedule or Revenue Schedule Daily, based on the date in the Timesheet activities. These values will then be used for invoicing.
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Creating Time-Based Invoices
Create Pre Invoice Records, through any of the usual processes and update the delivered quantity, either through a schedule scheduled job or directly on the Pre Invoice using the Update Delivered Quantity
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Update the delivered quantity of the relevant Invoice Items for delivery data and time-based items
Link the relevant Timesheet Activities to the Invoice Items for more transparency and enhanced reporting
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