Edit advertising campaign costs

Summary 

Learn how to edit advertising campaign costs, including updating amounts, deleting or adjusting receipts, and reallocating funds.

This article covers:

• How it works
• Edit the amount before receipt
• Edit the amount after receipt
• Remove a single campaign item from a receipt

How it works

Once an advertising campaign item has been receipted, the cost is generally locked. However, adjustments can still be made:

• Before a Sales Receipt is created - amounts can be edited directly and changes will automatically reflect on the invoice
• After a Sales Receipt is created - you must first remove the receipt (or the individual campaign item from the receipt) before editing the cost 

Edit the amount before receipt

If the campaign has not yet been receipted, you can update the amount directly to the Campaigns tab.

• Go to: Sales > Listings
• Select the Listing
• Click Campaigns
• Click the Campaign Item
• Click the Estimate Amount 
• Enter the Updated Amount

Edit the amount after receipt

If a campaign item has already been receipted, the receipt needs to be removed first.

• Go to the Accounting tab of the listing
• Click Invoices & Receipts

• Click on the receipt to edit it
• Click the More button at the top right
• Select the Delete Receipt

Remove a single campaign item from a receipt

If you only need to adjust one campaign item, you don’t have to delete the entire receipt.

• Click the receipt to open it
• Hover over the left side of the campaign item
• Click the trash can icon next to the campaign item entry

After updating the campaign item amount, you need to reapply the receipt:

• Click the receipt to open it
• Click Allocate
• Select the updated item(s)
• Confirm the allocation so the funds apply to the correct amounts