In the invoicing data section, invoice recipients can be described with predefined text elements.

These recipients are then used when booking plan items to enrich the bookings with billing-relevant information (such as the invoice address).

If additional recipients should be available in a subcategory, the list of recipients inherited from the parent category can be extended there with further recipients.

All recipients defined above the campaign category are available for selection when booking in the media plan.

To reduce errors, the management of invoicing data is only possible for a restricted group of users.

Instructions

  1. Navigate in the category tree to the desired category.
  2. Click on the gear icon to access the detail page of the category.
  3. Click on the "Invoicing data" tab.
  4. Click on the "Create invoicing data" button.
  5. Enter the required values:
    1. Recipient (mandatory):
      • The recipient field is especially relevant when managing multiple invoice recipients and helps to differentiate them in invoicing data management.
    2. Description (mandatory):
      • This field is also important for distinguishing between multiple recipients.
      • The description should be short and concise, as it is decisive for identifying recipients in the booking order – many customers therefore also use the recipient name here.
    3. Address (mandatory):
      • Enter the full address including recipient to which the invoices should be issued.
      • The contents appear at the bottom of the booking orders.
    4. Terms & Conditions (mandatory):
      • Enter your full T&Cs or provide them as a URL.
      • You may also optionally add other billing-relevant information.
      • The contents appear at the bottom of the booking orders.
    5. Booking comment:
      • If you want to add a standard booking text to the header of your booking orders, enter it here.
        Important: Mercury already inserts "Guten Tag," or "Hello" (depending on the vendor language settings) as the default booking text and then adds your booking comment afterwards.
  6. Click on "Save".