Creating Single Invoices Manually

A single billable item can be added to a campaign record in BMS.

To add a billable item:

  1. In BMS, load the Invoicing Package.
  2. Click the Billing Connector, and then click Billing.

    This presents a search filter window.

  3. Enter search parameters and click Search.jpg.

    4. The search results will appear in the pane on the upper right.

  4. Click the required campaign.

    5. This refreshes the campaign record window in the bottom pane.

  5. Click the Billing tab.

    6. The screen will display the billing schedules.

  6. Select an invoice, then, click the Invoice tab.

Two paths: Invoice or Billing Schedule

  1. Select Add Invoice/Credit to add an invoice and its details manually.

    2. The other option is to select a billing schedule for the whole campaign. Do this by using the billing schedule tab and selecting Add Billing Schedule.

    This opens the Invoice Wizard in a new window.

  2. Choose a Billing Schedule template from the schedules configured for your company.

    3. BST.gif

  3. Click Next.

    4. This advances the wizard to the segments selection page.

  4. Select the segments to be included in the invoice.
  5. Using the radio buttons, choose either:
    • Invoice proportionally based upon the booking level amounts or
    • Invoice proportionally at the booking level within the segment based upon rate cards

  6. Click .

    7. The screen refreshes to present the Additional Revenue screen.

  7. Click the Create a separate invoice for the additional revenue radio button, then click Next.

    8. This presents the Discounts screen.

  8. Select the rows to be discounted, if any, by enabling the check boxes. Then choose one of the following using the radio buttons:
    • Assign the discount amount as a percentage of each invoice
    • Assign the discount to the first invoice only
    • Assign the discount to the last invoice only
    • Assign the discount among all revenues according to the recurrence pattern
  9. Click .

    10. This presents the Billing Information screen.

    Billing.gif

  10. Ensure that the Contact and Address fields are filled out correctly.
  11. For Revenue Recognition type, select Same as Billing from the drop down menu in that field. Click .

    12. This presents the Invoice Template page.

    Invoice-Template.gif

    Invoice Comment is an optional text field that will appear on the invoice and be readable by the client.

  12. Select the segment and face information layout from the options.
  13. Click .

    14. This presents the Review and Confirm screen. Ensure that the data is correct.

  14. Choose How and When to schedule the invoice: at the Start or End of the period, and based upon the posting or broadcast calendar.
  15. Click Finish.gif.

See Also: