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Introduction
Setting up default billing configurations streamlines invoice generation and ensures consistency in your billing documentation. These settings help automate the creation and management of invoices that you'll use for your external billing processes with Advertisers.
Configuring Default Settings
Accessing Billing Settings
Basic Configuration Options
General Settings
- Display Logo in Advertiser Invoice
- Display Network (your)Tax Info on Advertiser Invoice
- Display Advertiser's Tax ID
- Advertiser invoices generated in advertiser's currency
Advertiser Billing Settings
After General Settings, save your progress and head to Advertiser Billing Settings under the same Billing tab.
Enable Default Billing Frequency as needed to determine when you Advertisers need to be billed, or, more like, how often:
- Weekly
- Bimonthly
- Monthly
- Two Months
- Quarterly
- Manual
- Other
Then let’s get into invoicing!
- Enable Default Automatic Invoice Creation
- Auto Invoice Start Date selection - This is a one time setting for when Auto Invoicing is first enabled. This will prevent invoices to be generated before the date set.
- Invoice Generation Days Delay:
- No Delay
- 1 Day
- 1 Week
- 10 Days
- 15 Days
- 30 Days
- Custom
Threshold Settings
- Enable Default Invoice Amount Threshold
- Set minimum amount for invoice generation (e.g. $100)
Invoice Terms
Available *Default Payment Terms:
- Net 7
- Net 15
- Net 30
- Net 60
- Custom
- None
*Amount of days which the invoice needs to be paid after the last day of the billing cycle.
Invoice Visibility Settings
- Enable Default Hide Invoices from Advertisers
- Control invoice visibility for specific advertisers
Impact on Operations: Why Bother?
Automate the creation of invoices for your external billing processes. While payments must be handled outside of Everflow, automated invoice generation helps maintain accurate and timely billing records.
What Your Advertisers Get
- Clear invoice schedules
- Transparent documentation
- Accessible invoice history
- Organized billing records
What You Get
- Streamlined invoice generation for your stakeholders
- Consistent documentation
- Clear audit trails
- Efficient reporting
