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.

Starting the PreInvoice Wizard

Open the App Launcher and type PreInvoice Wizard (Lightening). Read how to 7.6.3 Customize your Finance Wizards here.

Filter Media Campaign Criteria

Search for Media Campaigns by using filter criteria. Follow these steps:

Open

1. Search for your Advertiser as a search criteria or/and

2. Search for your Agency as a search criteria or/and

3. Search for your media campaigns, using the Runtime as a search criteria (this filter will show Media Campaigns which need pre-invoicing where the runtime of the Media Campaign relates to the dates searched)

4. Click the button Search to see results.

Create Pre-Invoices

Generate pre-invoices for one media campaign or more at once.

Open

1. Select one or more media campaigns to create pre-invoices by using the checkboxes. You can also select all campaigns.

2. Click the button Create Pre-Invoices to create all pre-invoices.

3. Check the result email if your pre-invoice was created without error. 

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

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 the week is Sunday, you have a Campaign Item worth 9,000 Euro which runs from 1/12/2019 - 09/12/2019 and the 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) have 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, to when the week starts. 

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, also Revenue Schedules are not affected by these changes only the creation of PreInvoices.