Create advertising invoices

Summary

Learn how to generate and manage vendor advertising invoices using the Campaigns tab or Accounting menu.

This article covers:

• About advertising invoices
• Create a tax invoice
• Manage un-invoiced advertising items

About advertising invoices

Vendor advertising invoices ensure that all promotional costs related to a property listing are accurately billed and tracked. You can streamline the invoicing process, reduce manual errors, and maintain financial transparency with vendors. This process is crucial for reconciling campaign expenses and ensuring that vendors are charged accurately for advertising services.

Create a tax invoice

Generate a tax invoice via the campaigns tab

Use the Campaigns tab to quickly generate a tax invoice for advertising items linked to a listing.

• Go to: Sales > Listing
• Select the listing
• Click the Campaigns tab

If there are un-invoiced items, a notification will display.

• Click Create New Invoice to open the New Invoice modal

• Complete the form with the required details

• Click Save

You’ll be redirected to the new invoice, which contains all advertising items.

To output the invoice:

•  Click Save to PDF or Send PDF Via E-Mail

Generate a tax invoice via the accounting tab

You can also create an invoice from Accounting tab in the listing.

To create an invoice from the accounting tab:

• Go to: Sales > Listings
• Select the listing > Accounting
• Click Invoices & Receipts
• Click + New Invoice

Manage un-invoiced advertising items

Add un-invoiced or subsequent items via the campaigns tab

Append or create a new invoice for additional advertising items from the Campaigns tab.

• Go to: Sales > Listing
• Select the listing
• Click the Campaigns tab

If there are un-invoiced items, a notification will display.

• Click Append all to existing Invoice to add to an existing invoice or Click Create new Invoice to generate a separate invoice

If appending: 

• Select the invoice you want to update

• Click Append Items

Add un-invoiced items via the accounting menu

Include all campaign items in an existing invoice from the Accounting menu.

• Go to: Accounting > Sales > Invoices

• Search for and open the listing invoice
• Click the Reference number
• Click Add All Campaign Items to add missing items

Your tax invoice will now include all required campaign items, either on an updated invoice or a new one.

What’s next? 

Edit and delete advertising invoices.