6 Billing & Accounting
Overview
This module enables you to:
Generate and manage invoices
Handle credit notes and adjustments
Integrate with your accounting systems
Track billing status and history
Watch:
https://www.advendio.com/video-billing-accounting/
(This video provides a step-by-step overview of the billing workflow in ADvendio.)
Prerequisites
Important:
Before you can use any billing features, you must set up at least one 2.4 Legal Entities. This is required even if your company invoices from only one entity.
Legal entities define the sender of invoices and are essential for compliance and reporting.
Content
- 6.0 Delta Invoicing
- 6.1 How you can invoice your campaign
- 6.1 Pre-Invoice Records
- 6.2 Billing Run
- 6.2.1 Invoice Wizard
- 6.2.2 Billing Run Records
- 6.2.3 Merge Invoice PDFs
- 6.2.4 Differences between Pre-Invoices and Invoices
- 6.2.5 Monitor your Billing Runs
- 6.2.6 Advanced Scheduling Billing Run
- 6.2.7 Invoicing through Lightning Flow
- 6.2.8 How to Call Billing Run on Pre-Invoice Object using Flows and Custom Buttons
- 6.3 Invoicing Overview
- 6.3.1 ADvendio Billing & Accounting Overview
- 6.3.2 Required Invoice Information (Media Campaign)
- 6.3.9 Status of Campaign Items, Invoices, and Invoice Items
- 6.3.3 Required Invoice Information (Campaign Item)
- 6.3.4 Value Added Tax (VAT) / Goods and Services Tax (GST)
- 6.3.5 Reverse Charge Mechanism
- 6.3.6 Invoice Item PDF Settings
- 6.3.7 Billing relevant date fields
- 6.3.8 Change of Invoice Relevant Information for Partly or Fully Invoiced Items
- 6.3.10 Digital Services Tax (DST) / Advertising Tax
- 6.3.11 Generating Swiss QR Bills
- 6.4 Cancellations & Credit Notes
- 6.5 Accounting Interface
- 6.6 Flexible Payment Plan (FPP)
- XML Invoice Generation for E-invoicing
- 6.7 Publisher Payout
- 6.8 Payments
- 6.9 Custom Fiscal Periods
- 6.10 Quickbook Export - Import
- 6.11 Change Media Campaign Debtor
- 6.12 How to Split Billing for a Campaign Item? (Lightning Flows)
- 6.13 How to Manage Subscriptions/Recurring Payments
- 6.14 How to Create Time Based Invoices