The invoice wizard will help you with the following:
Invoices are always created out of pre-invoices. Go to Overview and open the Invoice Wizard or Invoice Wizard (Lightning)
As soon as you transform a pre-invoice into an invoice using the billing run, the invoice should not be edited. If adjustments need to be made after the billing run we advice to cancel the invoiced items. Invoices are un-deletable after the billing run. This is necessary to guarantee secure accounting and consistent data. (You administrators might have also taken the rights of you to edit an invoice at all manually.) To make changes use 6.4 Cancellations & Credit Notes. |
Version 2.122 and up
To be able to transform a pre-invoice into an invoice, first search for the according pre-invoices using these filters:
Click the button Filter to start the search or Reset to clear all filters
Now all available pre-invoices which match the filter criteria will be displayed. Also your filter can vary from the ones shown, as your administrator can configure the fields. |
To create invoices:
To be able to transform a pre-invoice into an invoice, first search for the according pre-invoices using these filters:
Find pre-invoices by selecting a Payment Interval, Payment Start or Due Date, or additionally, search for Media Campaign name, accounts associated or use the Campaign Runtime or Billing Run Start/End Date.
You can also set the Planned Invoice Date (Start and End) manually.
Click the button Show Invoices to start the search.
To create an invoice(s):
Select the records you like to invoice by using the checkboxes.
Click the button Invoice selected Records to convert pre-invoices to invoices.
Click the button Back to Criteria Input to define other specific filter criteria to find pre-invoices.
Choose between Email or Print to define if you want to print all invoices or send them via email. If you always use one type have your administrator select that one as a default value or establish a workflow.
Version 2.109 and up: You can setup a list of email recipients for the result emails. Find out how here: 7.2.10 Setup Email Recipients
If you are starting a new billing run and you get the following error message
check your billing run records for the following flag
and deactive the checkbox. Afterwards try again. |