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6.1.2 Create Pre-Invoices Wizard

6.1.2 Create Pre-Invoices Wizard

The Old Pre-Invoices Wizard (visualforce page) feature will be discontinued by the end of 2024


If you do not want to create your preinvoices manually and you have learned the rules for Preinvoice generation, we strongly advise our customers to save time and work with scheduled jobs or the Preinvoice Wizard described below.

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:

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  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.

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  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

How the Filters Work

The "Campaign Start Date" and "Campaign End Date" filters work together to define a specific date range. Their purpose is to identify and display any Media Campaigns that have at least one day of their runtime falling within this specified range.

Key Principle: If any portion (even a single day) of a Media Campaign's overall duration overlaps with the filter's date range, that campaign will be included in the results table.

Example Scenario

Let's illustrate with a common example:

  • Filter Settings:

    • Campaign Start Date: June 1st

    • Campaign End Date: July 19th

  • Example Media Campaign:

    • This campaign runs from April 6th to August 16th.

  • Result: Despite starting before June 1st and ending after July 19th, this Media Campaign will appear in your results.

  • Explanation: The filter range (June 1st to July 19th) covers a significant portion of this media campaign's runtime. Because there's an overlap (June 1st through July 19th falls within April 6th to August 16th), the campaign is considered relevant and included in the results.