Monitor customer payments, track unapplied credits, and manage financial health more effectively using the Advertiser Balance Report in MediaOS.
Why Use Advertiser Balance Report? #
Managing customer balances efficiently is critical for maintaining strong financial control, especially when dealing with multiple transactions and open invoices across various accounts. The Advertiser Balance Report in MediaOS gives businesses a powerful tool to monitor customer payments, track outstanding balances, and ensure accurate billing. Whether you are reviewing current payments or reconciling past transactions, this report provides a comprehensive snapshot of each advertiser’s account status.
Beyond simply listing balances, the report is especially useful for identifying unapplied payments. An unapplied payment occurs when a credit or payment has been received but not yet assigned to a specific invoice, and spotting these early helps keep account records clean and accurate.
Accessing and Using the Report #
To access the Advertiser Balance Report, click on the Reports tab in the left-hand navigation panel within MediaOS. From there, select Advertiser Balance Report from the list of available reports. Once inside, you can filter the data based on the specific timeframe you want to analyze—whether that's a current view, a monthly snapshot, or a historical reconciliation.
After setting your filters, you can either download the report for offline review or save it directly to your dashboard for easy, daily access. Saving the report to your dashboard ensures you have real-time visibility into customer balances whenever you need it, supporting both your collections strategy and financial reporting efforts.
Tip: Regularly reviewing advertiser balances helps you catch billing discrepancies early and improves your follow-up process for overdue accounts.
