6.2.1 Create Pre-Invoices (manually)

Pre-invoices are 'drafts' of invoices which you can still edit or delete. After the billing run the pre-invoice record turns into an invoice and can not be changed anymore.

Create pre-invoice records with one click. The prerequisite is that your media campaign has the following information 

  1. Bill me checked
  2. according delivery data (Delivery data is entered automatically if you use an ad server integration or linear distribution),
  3. payment interval, payment start and due date are set,
  4. VAT and recipients information. 

Read more here: 6.1.2 Required Invoice Information (Media Campaign) and 6.1.3 Required Invoice Information (Campaign Item).

Related list Invoices:

As shown in this example there are no invoices in your media campaign yet.

Create Pre-Invoices

After entering your invoicing information and clicking the button Save.

  1. Click the action Create Pre Invoice Records to start the process.
  2. Check the error messages (version 2.99 and up) and correct the issues. Then click the button again! If no errors move to the next step.

Pre-Invoices created

The Pre-Invoice records have been created successfully. You can now edit or delete Pre-Invoices, update the delivered quantity or start the billing run.


You will not receive a success or error message, if they are already existing the data will be updated. 

Invoice by Week

Linear Distribution by period

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:

  • Distribution (Unit) - default Amount (for weekly invoicing Amount is the preferred Distribution unit, quantity only works well with larger quantities)
  • Distribution (Period) - default day-based (Important: for weekly invoicing, leave this as day-based)

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.

For example

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

Delivery data based invoices

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. 

Invoice by Month

Linear Distribution by period

Version 2.92 and up

The Campaign Item has two fields:

  • Distribution (Unit)
  • Distribution (Period)

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

  1. the default distribution based upon the no. of days in a month, or
  2. distributed evenly across months, no matter how long an item is planned in that month

This is only relevant for Linear Distribution, Revenue Schedules are not affected by these changes only the creation of PreInvoices/Invoices.