In Advance

The system provides the possibility of invoicing suborders in advance. Margins between invoiced amount and the amount that actually is to pay by the end of the month are calculated in final invoicing.

Preconditions for billing in advance

In the media combi of the suborder, the allocated order or in the suborder itself you need to select invoice settings that enable the suborder for billing in advance. The value in field "Vorab-Faktura" in the invoice setting's record determine the date on which it is initially possible to bill the suborder.

Initially there are no restrictions on media combi or order data. You can start the billing right away which will lead to invoicing all booked suborders, that are enabled for billing in advance, in the selected period. But it is possible to invoice certain media combis or suborders aswell which will be detailed in the following steps.

Setting restrictions

Clicking into the selection fields each opens a dropdownlist with the available data. You can either manually search for data by scrolling down the list and picking the favoured record, or by entering parts of the name of the record.

Please note that there are dependencies of data due to their hierarchy. I.e. if you select a certain media combi, you will only get to select orders that own suborders which are connected to this media combi. If you reset or change a selection, the subordinate selections will be reset aswell.

  1. Preliminary-Invoice day - this is the day which is stored in field "Vorab-Faktura" in the media combi's/ order's/ suborder's invoice settings.
  2. Initially the testing mode is activated. Starting the invoicing run in testing mode creates temporary invoice documents without actually billing the suborders.
  3. Date from/ to - the billing period is initially set to the current month but can be set to periods in the future.
  4. Invoice date - initially set to the current date but can be adjusted manually.
  5. Apply - to enable the start-button you need to confirm your selections.
  6. Start - the invoicing run is initiated.

Invoices that were created in testing mode are tagged as temporary documents. They aren't stored in the system.

To actually bill the suborders and create invoice documents, you need to switch off the testing mode and start the invoicing run.