7.6 Setup Billing & Accounting

In order to use these feature you will have to purchase Finance Licenses from ADvendio. Which means otherwise the following finance functions will be unavailable:

• PreInvoice Wizard 
• Invoice Wizard 
• Cancellation Wizard 
• PreInvoice Generation (button) 
• Manual Delivery Data Entry 

Content

• 7.6.1 Configure Mapping BA
  • 7.6.1.1 Version Changes for Custom Setting: Mapping BA
    • 7.6.1.2 Default Mapping BA
• 7.6.6 Set up Flexible Payment Plans (FPP)
• 7.6.2 Configure VAT / GST in ADvendio
  • 7.6.2.1 Configure the VAT / GST Calculation
  • 7.6.2.2 VAT fields Overview
  • 7.6.2.3 Sync VAT with third party Accounting Software
• 7.6.3 Customize your Finance Wizards
• 7.6.4 Setup automated Invoices Emails
  • 7.6.4.1 Configure Automated Invoice Email Templates
  • 7.6.4.2 Available email service providers
• 7.6.7 Schedule "Update Delivery Data" Apex job for PreInvoices
• 7.6.8 Configure the Accounting Interface
  • 7.6.8.1 Set up Account Process Testing (Beta)
  • 7.6.8.2 Accounting Interface Matching & Transfer Fieldlist
  • 7.6.8.2 Feature Settings for the Accounting Interface
  • 7.6.8.3 Enable New Matching for Accounting Interface
• 7.6.10 Setup VAT ID Check
• 7.6.11 Configuring Split Billing via Lightning Flow
• 7.6.12 Install the Debtor Change Lightning Flow
• 7.6.13 Configure the Apex Batch Size
• 7.6.14 Setup Sales Price Decimals
• 7.6.15 Set up Invoicing through a Lightning Flow
• 7.6.16 Configuring End Campaign Item Function
• 7.6.17 Setting up Automated Subscription Renewals
  • 7.6.18 How to Automate Timesheet Creation
• 7.6.18 Configure the Direct Sales Tax (DST) / Advertising tax calculation
• 7.6.19 Configuring Programmatic Buyer Selection via Lightning Flow
• 7.6.5 Configure the Third Party Commission Wizard
  • 7.6.5.1 Use Third Party Commissioning Wizard in combination with Publisher Payout