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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 the sidebar. Read how to 7.6.3 Customize your Finance Wizards here.

Filter Media Campaign Criteria

Search for Media Campaigns by using filter criteria. Follow these steps:

  1. Search for your Advertiser as a search criteria or/and
  2. Search for your Agency as a search criteria or/and
  3. 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)
  4. Click the button Search to see results.

Create Pre-Invoices

Generate pre-invoices for one media campaign or more at once.

  1. Select one or more media campaigns to create pre-invoices by using the checkboxes. You can also select all campaigns.
  2. Click the button Generate Pre-Invoices to create all pre-invoices.
  3. Check the result email if your pre-invoice where 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 Setup Email Recipients

Linear Distribution by period

Version 2.92 and up

The Campaign Item has two fields:

  • Distribution (Unit)
  • Distribution (Period)

Both control how a Campaign Item is distributed amongst the PreInvoices. 

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

  1. the default distribution based upon the no. of days in a month, or
  2. 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.

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