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This article describes how invoice requests are used.


Introduction

Mercury offers the option of sending an invoice requests to internal billing / media accounting via e-mail.

A media order contains all the information that media billing needs to generate a preliminary invoice or a final invoice to the customer.


Invoice requests for advance invoice (IR-1)

The pre-invoice media order will be sent to the marketer's internal media accounting department prior to booking.

The media accounting then has the option of providing the customer with an advance invoice for the expected costs (media costs, special costs, technical costs and fees) in order to hedge the financial risk.

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Invoice requests for final invoice (IR-2)

The invoice requests for the final bill will be sent to the media accounting after the end of the campaign or even a month. Before that, any discrepancies are clarified with all creditors (for example, counting differences).

The media accounting creates a final invoice for the campaign or the month based on the media order.

Final settlements can only be ordered for a planned line if all runtimes of the plan item(s) are over. If the planned line is to be settled before the end of the planned terms, the terms must be adjusted accordingly.



Instructions

In order to generate invoice requests, the plan item needs to be "externally approved".
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Create pre-invoice requests:

  • Select the plan item(s) in the mediaplan for which you want to create an invoice request for forecasting
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  • Click on the button "Accounting"
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  • Select "Invoice request" in the drop-down menu
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  • Enter a comment (optional)
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  • Optionally select additional recipients from the users in the system. If you do not select additional recipients, the invoice request will only be sent to the address defined in the category path as a recipient for internal invoice requests
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  • If necessary, select which fixed fees the invoice requests should contain. Whether a fixed fee has already been taken into account in a previous invoice request, please check if the fixed fee is assigned to an IR-1 ID
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  • Click Send IR-1
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Create final invoice request:

  • Select the plan item(s) in the mediaplan for which you want to create a final invoice request
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  • Click on the button "Accounting"
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  • Select "Invoice request" in the drop-down menu
    ..
  • Enter a comment (optional)
    .
  • Optionally select additional recipients from the users in the system. If you do not select additional recipients, the invoice request will only be sent to the address defined in the category path as a recipient for internal invoice requests
    .
  • If necessary, select which fixed fees the invoice requests should contain. Whether a fixed fee has already been taken into account in a previous invoice request, please check if the fixed fee is assigned to an IR-2 ID
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  • Select in the dropdown whether you want to send booked values or realised values to the media accounting. As a rule, the realised values are sent. Just in case the realised values are identical to the booked values and not entered in the system, the booked value is the correct choice). This applies, for example if the campaign was booked but not implemented, and should still be billed to the customer
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  • Click Send IR-2