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.
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.
Search for Media Campaigns by using filter criteria. Follow these steps:
Generate pre-invoices for one media campaign or more at once.
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
In order to use weekly invoicing, you need to have the Start of Week configured in your Legal Entity.
The Campaign Item has two fields:
Both control how a Campaign Item is distributed amongst the PreInvoices.
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.
Your Start of week is Sunday, you have a Campaign Item worth 9,000 Euro which runs from 1/12/2019 - 09/12/2019 and amount day-based distribution. You will create the following preinvoices
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) 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.
Version 2.92 and up
The Campaign Item has two fields:
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
This is only relevant for Linear Distribution, also Revenue Schedules are not affected by these changes only the creation of PreInvoices.