Necessary Conditions for Billing and Invoicing

• An approved contract.
• A sales rep associated with the contract.
• An account (advertiser/agency) associated with the contract.
• That account must have a payment address and contact.

Make sure that there are codes for all sales representatives assigned to the contracts that will be generated in the batch.

• A billing schedule must be selected.
• There must be at least one billable item, be it a media sale or additional revenue.
• The general ledger system must have been integrated.
• If taxes are necessary, the tax schedule must be set up.

Campaigns do not have to be underway or complete for billing and invoicing to occur. Otherwise campaigns that last many months would encounter lengthy delays before payments could be expected.

If a campaign uses revenue schedules that are different from the billing schedule, then the ‘Deferred’ and ‘Accrued’ GL Accounts must be configured.

• Deferred – When the revenue is recognized at a later date, meaning it doesn’t match the billing schedule dates.
• Accrued – When the revenue is accumulated every week/month/quarter/year.

• It must be approved.
• If the data for the invoice changes, it requires re-appoval in BMS.
• The invoice may be generated singly or in batches.
• The invoice data must be transferred to the general ledger system.