Combines previous “New Invoices” and “Miscellaneous Client Charge” pages in one location!

‍

Create Invoices – Search for Unbilled Orders

NEW: Features in Create Invoices Search:

• Date range hyperlinks added: Last Week/Last Month
• Order ID in search
• Multi-select for Rate Cards & Products

• Search and Reset options at bottom of search page
• Separate tab for search results/actions
  ‍

‍

Create Invoices Search Results display on “Orders” tab.
‍

• 100 unbilled line items per page
• Sortable columns and column selector for choosing visible fields
• Click to select items to invoice

1. Selected orders are saved when moving from one page to the next
2. Ability to “Select All”

• Selected Invoices Net Total displays beneath listings
• Action Panel shows # of items selected
• Action Panel contains menu options

1. Print/Export
2. Invoice Selected Items

‍

Create Invoices Action Panel: Print/Export Items
‍

‍

Create Invoices Action Panel: Invoice All Items

‍

• Select/Preview/Edit Invoice Template (Edit rights are ADMIN ONLY)
• Enter Invoice Date/Due Date
• Check “Invoice All Items” box
• All Invoices Total displays in pop-up

‍

Create Invoices Action Panel: Invoice Selected Items

‍

• Select/Preview/Edit Invoice Template (Edit rights are ADMIN ONLY)
• Enter Invoice Date/Due Date
• “Invoice All Items” box is unchecked
• Selected Invoices Total displays in pop-up
• Confirmation message — invoice request is processing: “An ‘asynchronous’ creation of the invoices is happening in the background — while this is taking place… you can continue to work in other areas of the software as needed.
  ‍

‍

• Inbox Notification is received when invoice batch creation is complete — from here you can use the link to quickly access your invoices and complete billing.

‍

‍

• Optional emailed notifications can be added to let you know when the batch is ready.

‍

‍

Note: Inbox notification is enabled by default. Emailed notification can be turned on in the User Editor.

‍

• Click Inbox Notification Link to view newly created invoices in the invoice search page:

‍

‍

Invoice Search Page Action Panel: Unlock/Void
‍

‍

Invoice Search Page Action Panel: Preview
‍

‍

Invoice Search Page Action Panel: Print
‍

‍

Invoice Search Page Action Panel: Print to PDF
‍

‍

Invoice Search Page Action Panel: Email Invoices
‍

• OPTION 1: Use Invoice as Email Text
  ‍

1. Invoice is email text
2. Optional checkbox to Email with Payments
3. NEW: Optional checkbox to email invoices to Billing Alternate Emails
4. NEW: Links available in invoice templates: Customer Portal Link, Invoice PDF Link, and/or Digital Tearsheet Link (For Digital Studio users)
   ‍

1. Up to 3 Billing Alternate Emails can be added to Contact Record
2. Billing & Financial section, separated by commas
3. Invoices are emailed separately to alternate billing email addresses
4. Invoices to alt billing emails are informational only, no access to Customer Portal

‍

• OPTION 2: NEW – Use letter template as email text

1. Can include Invoice PDF Link
2. Can include Digital Tearsheet Link (Digital Studio users)
3. Can include Customer Portal Link
   ‍

1. Sample invoice letter template is shown below
2. Create/manage letter templates in Communications > Letters
3. Multiple customized letter templates are possible
   ‍

‍

Submit Email Invoice Request/Check Status
‍

• Pop-up confirms email request is being processed
  ‍

• Link in pop-up opens A/R Job Search
• Alternate billing emails are marked in A/R Job Search

‍

Examples of Emailed Invoices
‍

• Invoice as email text
  ‍

• Emailed letter with links:
  ‍

‍

Miscellaneous Charge Invoices
‍

• Used to invoice for non-ad sales charges
• A separate template is often used for misc. charge invoices
• Not tied to an insertion in the system, but can be tied to a product
• Examples: returned check feees, reprints, late fees, etc.
• Only the description placed in the Notes area will show on the invoice as a definition of charges.
• This invoice is identified by the “c” in the beginning of the invoice number.

Note: Searching by %c- in the invoice search will bring up ALL “Misc Charge” invoices

‍

Select Customer from search results (Customers Tab) and Create Misc. Charge:

‍

• Confirmation — Invoice Request is processing
  ‍

• Inbox Notification — Invoices Completed — can also set up emailed notifications
  ‍

• Click the linkto view/print/email invoice(s) in the Invoice Search Results

Note: Refer to Invoice Search Page results above for “Create Invoices”.