Open topic with navigation

Create Advertising Invoices

Modules>Advertising>Create Invoices>Create 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:

   Fields	Required	Description
   batch	Required	Select an existing batch from the drop-down list, or use the add icon to add a new batch.
   invoice terms	Optional	Select an invoice term from the drop-down list.
   create proforma invoices?	Optional	Click this check box if you want all of the generated invoices to be proforma.
   invoice date	Optional	Accept the default of today's date or select or enter a new date.
   source code	Optional	Select 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.