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The Old Pre-Invoices Wizard (visualforce page) feature will be discontinued by the end of 2024 |
Create multiple pre-invoice records with according delivery data by using the wizard. Delivery data is entered automatically if you use an ad server integration or linear distribution.
Starting the PreInvoice Wizard
Open the App Launcher and type PreInvoice Wizard. Older versions list the Create Pre-Invoice Records link in the ADvendio Billing & Accounting in sidebar. Read how to 7.6.3 Customize your Finance Wizards here.
Filter Media Campaign Criteria
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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.
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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
Invoice by Week
Linear Distribution by period
In order to use weekly invoicing, you need to have the Start of Week configured in your Legal Entity.
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For weekly invoicing with Amount, day-based distribution, the amount will be distributed amongst the preinvoices based on how many days an item runs in each week, with respect to when the week starts.
For example
Your Start of the week is Sunday, you have a Campaign Item worth 9,000 Euro which runs from 1/12/2019 - 09/12/2019 and the amount day-based distribution. You will create the following preinvoices
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Delivery data based invoices
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.
Linear Distribution by period
Version 2.92 and up
The Campaign Item has two fields:
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