Here is an overview of how the billing status on the Campaign item is represented based on the status of Champaign item/Preinvoices and invoices.
The following billing status exists:
1. Open
Criteria:
The "Bill Me" field is set to false.
No pre-invoices or invoices exist (e.g., "Bill Me" is true, but pre-invoices are deleted).
Indication:
The campaign item is in an open state, awaiting further billing actions.
2. Created
Criteria:
Pre-invoices are created, and the invoiced amount is 0.
All invoice items related to the CI are canceled, cancellations are invoiced, and the billing run creates new pre-invoices.
Indication:
The campaign item has generated pre-invoices, but no actual invoices have been issued.
3. Invoiced
Criteria:
All pre-invoices are invoiced, and the CI amount matches or exceeds the total amount of invoices.
New field: "Invoiced Amount" to track the total invoiced amount for the CI.
If changes are made to the CI and the total amount matches the "Invoiced Amount," with no open pre-invoices, the status is "Invoiced."
If previously invoiced, any change that causes the amounts to not match changes the status to "Partially Invoiced/Canceled."
If the CI is of a budget billing category with unlimited true and invoiced more than planned, it is considered "Invoiced."
Indication:
The campaign item has been fully invoiced.
4. Canceled
Criteria:
The campaign item is canceled, and the cancellation pre-invoice is invoiced.
If invoices were canceled and the cancellation credit notes were invoiced, new pre-invoices are created, and the "Bill Me" is unchecked, the status is "Canceled."
Indication:
The campaign item has been canceled, and all related invoices have been appropriately handled.
5. Partially Invoiced/Canceled
Criteria:
At least one pre-invoice is invoiced.
The CI amount matches the "Invoiced Amount," but open pre-invoices still exist.
If the CI was previously "Invoiced" and the amounts no longer match, the status changes to "Partially Invoiced/Canceled."
All invoice items related to the CI are canceled, or the CI is canceled, but the cancellations are not invoiced.
This includes cancellation CIs with open cancellation pre-invoices.
At least one pre-invoice is canceled, but not all.
If invoiced based on actual delivery data and under-delivered, the status remains "Partially Invoiced/Canceled" unless the planned amount is changed.
If CI amounts are changed when in "Invoiced" status, it moves to "Partially Invoiced/Canceled."
If an optimizer is used and the CI is canceled, the billing status will be "Canceled" before activation and "Partially Invoiced/Canceled" upon activation.
Indication:
The campaign item has a mix of invoiced and open/canceled pre-invoices, indicating partial completion of the invoicing process.
6. Partially Created
This status is deprecated and should not be used.
7. Irrelevant
Criteria:
Nothing was ever invoiced, and the CI was canceled.
There is a cancellation CI that will never be invoiced.
Indication:
The campaign item is irrelevant for billing purposes and will not be invoiced. to be removed at some time
Nothing was ever invoiced and CI was canceled, there is a cancelation CI that never will be invoiced