Enter an advertising bill

Summary 

Learn how to enter and manage advertising bills to accurately track actual advertising costs. This includes creating a new bill, adjusting items, and publishing draft bills.

This article covers:

• Enter a new bill
• Adjust items on an existing bill

Enter a new bill

To enter a new bill:

• Go to Accounting > Purchases
• Click New Bill
• Enter the Bill Number and Date
• Select the Supplier from the dropdown list
• Enter the Bill Total
• Click Save or Save as Draft

Unbilled items from this supplier will be displayed.

• Use text search, date range, or advertisement type filters to find the correct items
• Tick the relevant items and click Add Campaign Items
• Edit the Actual Cost if it differs from the Estimate Cost

Any imbalance will display in red in the Invoice header.

• If the bill was saved as draft, publish it once all details are complete and correct

Adjust items on an existing bill

• Go to: Accounting > Purchases
• Use filters to locate the Bill and click the Bill Number
• Add a Campaign Item to insert a single item
• Add Multiple Lines At Once to add several items
• Click the trash can icon beside an item to remove it

 Each Campaign Item has a link to its bill and invoice in the detail view.