Whether a campaign element is canceled, rescheduled, or needs to be revised, MediaOS gives you a quick way to update the invoice and contract accordingly. This helps keep your documentation accurate and ensures your client receives a clean, up-to-date version of their agreement.
Removing a Line Item from an Invoice #
To begin, navigate to the relevant Invoice from the Billing section. Once you’ve opened the invoice, click Edit to enter the editing mode.
Locate the specific Line Item you need to remove. To the right of the line item, click the Delete button. Once it has been removed, click Save to confirm and update the invoice.
Next, navigate to the corresponding Contract tied to that invoice. Open the contract and click Edit. From here, you can either adjust the original item details or use the Cancel Item option to reflect the change.
After your updates are complete, you can send an updated invoice and contract to your client to confirm the changes.
Note: Always review your contract after editing an invoice to ensure both documents remain aligned. This prevents confusion and keeps your billing workflow clean and consistent.
