6 Billing & Accounting
To get an idea of what you can do with ADvendio Billing and Accounting please watch our video about the Billing Process.
Essential to using this feature is that you have set up at least one Legal Entity even if your company is just invoicing from one legal entity!
Content
- 6.0 Delta Invoicing
- Questionaire for all the delta customers before start
- Before starting the tests in the Delta Beta Version I
- Delta BETA release plan
- Delta Pre-Invoice Generation
- Updates on the Campaign items
- Optimizer and the Delta PreInvoice generation
- New invoice Item related list
- Delta Landscape PDF
- Cancelations
- Not supported by the Delta feature
- 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)
- 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
, multiple selections available,