The auto-invoicing feature will automatically create and send invoices based on the rules established on the Invoicing Rules page. You establish these rules per-product.

Setting Invoice Automation Rules #

• Click Automation using the left-hand navigation menu.
• Then, click on the Accounting tab to view your accounting automation.
• Click the Manage Rules button found in the Auto-Invoice Email Template section.
• Configure your invoicing rules for each product:
  • Product – This is the product that you will be establishing the rules for.
  • Active – This denotes whether or not the product is then set to Active in the product settings.
  • Auto-Invoice – Select this checkbox if you want this product auto-invoiced.
  • Ignore Line Items Before – If you do not want to send out any invoices for products that have line items before a certain date, you can enter that date here.
  • Days – This is the number of days past the due date that you wish to send out the auto-reminder for this product.
  • Invoice Handling – Generates an invoice as soon as that product is booked on a contract. Here, you determine when MediaOS will automatically create invoices based on the line item’s run date. You can choose from these options:

Options for Invoice Handling #

• Do Not Invoice – This will prevent all line items belonging to the product from being invoiced.
• Immediately – Immediately generates an invoice for all line items belonging to this product immediately for after a contract has been set to won.
• Days Before – Generates an invoice ‘X’ amount of days before the line item’s run date.
• Days After – Generates an invoice ‘X’ amount of days after the line item’s run date.

• Note: If you are using Days Before or Days After, you will also need to enter the amount of days before or after a line item runs that the line items belonging to this product should be invoiced.

• You can also configure system-wide invoicing rules by using the top fields.
• Click the Save button.

Scheduling Auto-Invoicing Campaigns #

• Click Automation on the navigation menu.
• Then select the Automation tab at the top of the screen.
• Toggle the Auto Invoice button to on.
• Then, configure how often and when your automated invoice campaigns will be sent.
  • Invoices can be sent Daily, Weekly, Monthly or Twice Monthly at any time interval you select.
• Toggle the Auto-Invoice Email Template button to on.
• Click Select Template to choose the email template you want your clients to receive.
• Select Change Template to customize the subject line, from email, and from name for automated campaigns.