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Open the App Launcher and type PreInvoice Wizard. Older versions list the Create Pre-Invoice Records link in the ADvendio Billing & Accounting in the sidebar. Read how to 7.6.3 Customize your Finance Wizards here.
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Search for Media Campaigns by using filter criteria. Follow these steps:
Search for your Advertiser as a search criteria or/and
Search for your Agency as a search criteria or/and
Search for your media campaigns, using the Runtime as a search criteria (this filter will show Media Campaigns which need pre-invoicing where the runtime of the Media Campaign relates to the dates searched)
Click the button Search to see results.
Create Pre-Invoices
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Generate pre-invoices for one media campaign or more at once.
Select one or more media campaigns to create pre-invoices by using the checkboxes. You can also select all campaigns.
Click the button Generate Pre-Invoices to create all pre-invoices.
Check the result email if your pre-invoice was created without error.
Version 2.109 and up: You can set up a list of email recipients for the result emails. Find out here how to: 7.2.10 How to configure additional email recipients for ADvendio processes and features
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In order to use weekly invoicing based on delivery data, you need to 1) have the Start of Week configured in your Legal Entity and 2) have daily delivery data enabled.
For weekly invoicing based on delivery data, the amount will be distributed amongst the preinvoices based on how much was delivered in the given week, with respect to when the week starts.
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You can set the Unit to Quantity instead of Amount, then the Quantity will be distributed to the PreInvoices instead of the Amount.
Using the Period picklist, you can control if the system will take either
the default distribution based upon the no. of days in a month, or
distributed evenly across months, no matter how long an item is planned in that month
This is only relevant for Linear Distribution, also Revenue Schedules are not affected by these changes only the creation of PreInvoices.