Advertiser Invoices - Revision history

OfferitMegan at 15:55, 9 November 2012

2012-11-09T15:55:04Z

OfferitMegan: /* Invoices List */

2012-11-04T16:09:22Z

‎Invoices List

OfferitMegan: /* Invoices List */

2012-11-04T16:08:29Z

‎Invoices List

OfferitMegan at 16:06, 4 November 2012

2012-11-04T16:06:58Z

OfferitMegan at 16:01, 4 November 2012

2012-11-04T16:01:36Z

OfferitMegan at 15:55, 4 November 2012

2012-11-04T15:55:00Z

OfferitMegan at 14:42, 4 November 2012

2012-11-04T14:42:36Z

OfferitMegan at 13:33, 4 November 2012

2012-11-04T13:33:49Z

OfferitMegan at 21:51, 2 November 2012

2012-11-02T21:51:10Z

OfferitMegan at 21:50, 2 November 2012

2012-11-02T21:50:46Z

@@ Line 8: / Line 8: @@
 Enter Criteria here to limit the list below. Criteria includes:
 '''Advertiser Info:'''
 *'''Invoice ID''' - The unique ID for the invoice.

@@ Line 30: / Line 30: @@
 *'''Memo''' - The optional memo field for personal invoice details.
 *'''Actions'''
-**''View PDF''' - allows you view the entire invoice as a PDF, showing each row.
+**'''View PDF''' - allows you view the entire invoice as a PDF, showing each row.
 **'''[[Generate_Invoice#Editing_an_Invoice|Edit Invoice]]''' - Make changes to the details of this invoice.
 **'''Mark As Received''' - Mark the payment as received on today's date. After an invoiced has been marked as received, this icon changes to ''Mark As Not Received''.

@@ Line 30: / Line 30: @@
 *'''Memo''' - The optional memo field for personal invoice details.
 *'''Actions'''
-**''View PDF'' - allows you view the entire invoice as a PDF, showing each row.
+**''View PDF''' - allows you view the entire invoice as a PDF, showing each row.
-**''[[Generate_Invoice#Editing_an_Invoice|Edit Invoice]]''
+**'''[[Generate_Invoice#Editing_an_Invoice|Edit Invoice]]''' - Make changes to the details of this invoice.
-**''Mark As Received'' - Mark the payment as received on today's date. After an invoiced has been marked as received, this icon changes to ''Mark As Not Received''.
+**'''Mark As Received''' - Mark the payment as received on today's date. After an invoiced has been marked as received, this icon changes to ''Mark As Not Received''.
 ***''Note:'' Performing this action will cause the invoices list to automatically sort, displaying only that advertiser's invoices.
-**''Delete Invoice'' - permanently remove this invoice.
+**'''Delete Invoice''' - permanently remove this invoice.
 ***''Note:'' Performing this action will cause the invoices list to automatically sort, displaying only that advertiser's invoices.

@@ Line 8: / Line 8: @@
 Enter Criteria here to limit the list below. Criteria includes:
-*'''Advertiser Info:'''
+'''Advertiser Info:'''
-**'''Invoice ID''' - The unique ID for the invoice.
+*'''Invoice ID''' - The unique ID for the invoice.
-**'''Username''' - The username for the advertiser.
+*'''Username''' - The username for the advertiser.
-*'''Invoice Info:'''
+'''Invoice Info:'''
-**'''Start''' - The beginning date for the sales that make up the invoice. Can be set to ''Any'', or choose a date from the drop down. Dates are generated in this drop down from the current invoice dates possible.
+*'''Start''' - The beginning date for the sales that make up the invoice. Can be set to ''Any'', or choose a date from the drop down. Dates are generated in this drop down from the current invoice dates possible.
-**'''End''' - The ending date for the sales that make up the invoice. Can be set to ''Any'', or choose a date from the drop down. Dates are generated in this drop down from the current invoice dates possible.
+*'''End''' - The ending date for the sales that make up the invoice. Can be set to ''Any'', or choose a date from the drop down. Dates are generated in this drop down from the current invoice dates possible.
-**'''Received''' - The date this invoice was received. Can be set to ''Any'', or choose a date from the drop down. Dates are generated in this drop down from the current invoice dates possible.
+*'''Received''' - The date this invoice was received. Can be set to ''Any'', or choose a date from the drop down. Dates are generated in this drop down from the current invoice dates possible.
-**'''Show Deleted''' - check this box if you would like to include invoices that have been deleted.
+*'''Show Deleted''' - check this box if you would like to include invoices that have been deleted.
@@ Line 33: / Line 33: @@
 **''[[Generate_Invoice#Editing_an_Invoice|Edit Invoice]]''
 **''Mark As Received'' - Mark the payment as received on today's date. After an invoiced has been marked as received, this icon changes to ''Mark As Not Received''.
 **''Delete Invoice'' - permanently remove this invoice.

@@ Line 8: / Line 8: @@
 Enter Criteria here to limit the list below. Criteria includes:
+*'''Advertiser Info:'''
-*'''Invoice ID''' - The unique ID for the invoice.
+**'''Invoice ID''' - The unique ID for the invoice.
-*'''Username''' - The name of the advertiser, followed by their unique Advertiser ID.
+**'''Username''' - The username for the advertiser.
-*'''Start''' - The beginning date for the sales that make up the invoice.
+*'''Invoice Info:'''
-*'''End''' - The ending date for the sales that make up the invoice.
+**'''Start''' - The beginning date for the sales that make up the invoice. Can be set to ''Any'', or choose a date from the drop down. Dates are generated in this drop down from the current invoice dates possible.
-*'''Received''' - The date this invoice was received. If the invoice has not been received yet, this column will read "Not Received Yet".
+**'''End''' - The ending date for the sales that make up the invoice. Can be set to ''Any'', or choose a date from the drop down. Dates are generated in this drop down from the current invoice dates possible.
-*'''Show Deleted''' - check this box if you would like to include invoices that have been deleted
+**'''Received''' - The date this invoice was received. Can be set to ''Any'', or choose a date from the drop down. Dates are generated in this drop down from the current invoice dates possible.

@@ Line 3: / Line 3: @@
 }}
-With the Invoices tab on the left, you will be brought to a list of all invoices, with an invoice search at the top.
+With the Invoices tab on the left, you will be brought to a list of all invoices, with an invoice search at the top. The search allows you to sort the list of invoices by a variety of parameters.
 [[File:InvoiceSearch.png|600px]]
-Enter Criteria here to limit the list below.
+Enter Criteria here to limit the list below. Criteria includes:
 == Invoices List ==
@@ Line 19: / Line 25: @@
 *'''Start''' - The beginning date for the sales that make up the invoice.
 *'''End''' - The ending date for the sales that make up the invoice.
-*'''Recieved''' - The date this invoice was received. If the invoice has not been received yet, this column will read "Not Received Yet".
+*'''Received''' - The date this invoice was received. If the invoice has not been received yet, this column will read "Not Received Yet".
 *'''Amount''' - The amount owed for this invoice.
 *'''Memo''' - The optional memo field for personal invoice details.

← Older revision		Revision as of 13:33, 4 November 2012
Line 27:		Line 27:
	**''Mark As Received''		**''Mark As Received''
	**''Delete Invoice''		**''Delete Invoice''
−
−
−	~~== Generate Invoice ==~~
−
−	~~You can generate an invoice for an Advertiser by selecting the "Generate Invoice" Icon in the actions column.~~
−
−	~~[[File:GenerateInvoice.png]]~~
−
−	~~You will be brought to the Generate Invoice page.~~
−
−	~~[[File:GenerateInvoiceTable.png\|750px]]~~
−	*'''Advertiser Username''' - The name of the advertiser you are creating the invoice for.
−	*'''Start Date''' - The beginning date for sales to make up the invoice. This ''can not'' be edited later.
−	*'''End Date''' - The ending date for sales to make up the invoice. This ''can not'' be edited later.
−	*'''Memo''' (optional) - A custom memo for the invoice. This ''can'' be edited later.
−
−	~~Once finished, click the "Generate Invoice" button.~~
−
−
−	~~== Editing an Invoice ==~~
−	~~In the "Invoice Details" table, you can add more details to this invoice.~~
−
−	~~[[File:InvoiceDetails.png\|750px]]~~
−
−	*'''Type'''
−	**''Adjustment'' - Add a manual adjustment entry for the invoice.
−	**''Value Added Tax (VAT)'' - Add a custom tax rate entry for the invoice.
−	*'''Revenue Type'''
−	**''RPA'' - Revenue per Action
−	**''RPS'' - Revenue per Sale
−	**''RPC'' - Revenue per Click
−	**''RPV'' - Revenue per View
−	**''RPM'' - Revenue per Mille (1,000 impressions)
−	*'''Stats''' - The number of actions that occurred. Enter a number of conversions.
−	*'''Amount''' - The invoice amount for the actions.
−
−	~~Use the "Add Row" link at the bottom of the table to add another row of details.~~
−	~~When you are finished making the invoice rows, click "Save Invoice". While you can't edit a row that you have already saved, you can delete a row and make a new one.~~

@@ Line 5: / Line 5: @@
 With the Invoices tab on the left, you will be brought to a list of all invoices, with an invoice search at the top.
-[[File:InvoiceSearch.png|800px]]
+[[File:InvoiceSearch.png|750px]]
 Enter Criteria here to limit the list below.