Create Advertising Invoices

The advertising invoice template, or form, helps you create invoices for advertisements.

This topic covers the following two steps involved in creating an invoice for an advertisement:

  1. Search for advertisements by publication.
  2. Create the invoice.

To search for Advertisements, use the following steps:

  1. Go to Modules>Advertising>Create Invoices>Create Invoices. The Add-Advertising Generate Invoices page opens.
  2. Select a publication or subscription from the publication/subscription drop-down list.
  3. If you chose a subscription, select an issue from the subscription issue drop-down list.
  4. Click the search button. The search results appear in the Search Results section at the bottom of the page.

To create invoices, use the following steps:

  1. Search for advertisements. Once you have a list of ad placements, you can proceed with creating invoices for those placements.
  2. Fill in the fields as described in the table below:
    FieldsRequiredDescription
    batchRequiredSelect an existing batch from the drop-down list, or use the add icon to add a new batch.
    invoice termsOptionalSelect an invoice term from the drop-down list.
    create proforma invoices?OptionalClick this check box if you want all of the generated invoices to be proforma.
    invoice dateOptionalAccept the default of today's date or select or enter a new date.
    source codeOptionalSelect a source code from the drop-down list.
  3. Click the create invoices button to generate invoices for all of the listed ad placements. A record of the invoice appears under the Insertion Order profile>Order Info Tab>invoices child form. Click the Cancel button to return to the previous page without saving your changes.