Go to Customers > Accounts Receivable > Create Invoice

1. Set the search criteria to find the orders that you will be invoicing.
   • Search options for unbilled orders include:
     • Date Range
     • Company Name, Contact Name, by Rep and Contact Group
     • Product Type, Product, Business Unit, Special Sections, Premium Positions, Rate Cards, Issues, or Order IDSearch options for unbilled orders include:

1. 
2. Select some or all of the line items to invoice.
3. Once selected you’ll see the Invoice Selected Items button in the upper-left to continue.
4. Select an invoice template
5. Set the Invoice Date & Due Date.

1. • Note:  Aging calculates based on the due date, not the invoice date.

6. Check the Consolidated Invoices check box if you want to group multiple line items for a common advertiser/billing contact onto a single invoice.

1. • Check the box “Invoice All Items” to invoice ALL items on all results pages.
     • Note:  This will ignore any specifically selected items and invoice everything in the search results, regardless of the number of result pages.

7. Press the Submit button to create the invoices.

 Quick Tips:

• The Invoice numbering scheme is as follows:

• • Single item invoice:  YEAR-ORDER ID (2020-4535)
  • Multiple line-item invoice (AKA Consolidated Invoice):  YEARci-Incremented No. (2020ci-123)
  • Miscellaneous Client Charge:  2020c-45

• An Invoice Job is created whenever an invoice is emails, printed or printed to a PDF.  You should review the invoice job log EVERY TIME you email invoices, as this will list all customers who didn’t have an email sent due to a missing or invalid email address format.

All invoice jobs are stored under Customers > Accounts Receivable >  AR Job Search, if you ever need to reference the entire invoice job.