Created

• 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

Action to be taken: invoice invoices

Open (Default)

• 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, not created)

Indication: The campaign item is in an open state, awaiting further billing actions

Action to be taken: Create preinvoices

Invoiced

• All pre-invoices are invoiced, and the Campaign item amount matches or exceeds the total amount of invoices (Invoiced amount)

• If changes are made to the CI and the total amount matches the "Invoiced Amount," with no open pre-invoices

• 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

Action to be taken: Not applicable

Partly canceled/invoiced

• At least one pre-invoice is invoiced

• The Campaign Item 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 Campaign Item are canceled, or the CI is canceled, but the cancellations are not invoiced

• This includes cancellation Campaign Items 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 Campaign Item amounts are changed when in "Invoiced" status, it moves to "Partially Invoiced/Canceled"

• If an optimizer is used and the Campaign Item 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.

Action to be taken: Not applicable

Canceled

• 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

Action to be taken: Not applicable

Irrelevant (Version 2.110 and up)

• 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

Action to be taken: Not applicable

Manually set/ or custom Automation possible.

The status draft can be used together with the status reviewed as an alternative to the standard status created. An invoice in status draft can be updated but not be invoiced.

Manually set/ or custom Automation possible. 

The status reviewed can be used together with the status draft as an alternative to the status created. The invoice will not be updated anymore with changes but can be invoiced.

Automatically set when running the preinvoice wizard or creating a pre-invoice. Unless overwritten by a custom automation (as above).

This status marks that this is a Pre-Invoice and can be invoiced. Furthermore it can be updated by changes at the Campaign Item.

Automatically set when running the Billing wizard.

This invoice has been invoiced and can only be cancelled from this point on.

Automatically set when running the Cancellation wizard or similar processes.

This invoice has been cancelled and cannot be processed any further.

-

If no status is set the Invoice Status can be used to determine the progress. 

canceled

The status of Invoice Items will only be set if the single Invoice Item is cancelled but not the whole Invoice.

Create Campaign Item

Open

Would have one preinvoice

Create Preinvoice

Created

Preinvoice

Invoice Preinvoice

Invoiced

Invoice

Cancel Invoice

Partly cancelled/invoiced

Cancelled invoice and cancellation preinvoice

Invoice cancellation invoice

Open

Cancelled invoice and cancellation invoice (Campaign Item has no connected item)

Create new preinvoice

Created

Cancelled invoice, cancellation invoice and new preinvoice

Invoice new preinvoice

Invoiced

Cancelled invoice, cancellation invoice and new invoice

Create Campaign Item

Open

Would have two invoice items

Create Preinvoices

Created

Two preinvoices

Invoice Preinvoice 1

Partly cancelled/invoiced

Invoice 1, preinvoice 2

Cancel Invoice 1

Partly cancelled/invoiced

Cancelled invoice 1, cancellation preinvoice and preinvoice 2

Invoice cancellation invoice

Partially created

Cancelled invoice 1, cancellation invoice and preinvoice 2 (Campaign Item has no connected item) - missing preinvoice 1

Create new preinvoice 1

Created

Cancelled invoice 1, cancellation invoice, preinvoice 1 and preinvoice 2

Invoice new preinvoice 1

Partly cancelled/invoiced

Cancelled invoice, cancellation invoice, new invoice 1 and preinvoice 2

Invoice preinvoice 2

Invoiced

Cancelled invoice, cancellation invoice, new invoice 1 and invoice 2

Create Campaign Item

Open

Would have two invoice items

Create preinvoices

Created

Two preinvoices

Invoice both

Invoiced

Two invoices

Cancel Invoice 1

Partly cancelled/invoiced

Cancelled invoice 1, cancellation preinvoice and invoice 2

Invoice cancellation invoice

Partly cancelled/invoiced

Cancelled invoice 1, cancellation invoice and invoice 2 (Campaign Item has no connected item) - missing new preinvoice 1

Create new preinvoice 1

Partly canceled/invoiced

Cancelled invoice 1, cancellation invoice, invoice 2 and new preinvoice 1

Invoice preinvoice 1

Invoiced

Cancelled invoice 1, cancellation invoice, invoice 2 and invoice 1

Create Campaign Item

Open

Create preinvoices

Created

Invoice preinvoices

Invoiced

Cancel Campaign Item

Result:

Original Campaign Item

Cancelled

Cancelled invoice item

Cancellation Campaign item

Created

Cancellation preinvoice

Invoice your cancellation campaign item preinvoice

Cancelled

Cancelled