The advertiser billing system summarizes the total revenue earnings from your advertisers. At the end of the billing cycle, you can generate invoices for each advertiser you have a balance with to notify them of what they owe to your company. In accounting terms, this is often known as Accounts Receivable.
Unlike partner invoices, advertiser invoices are only generated manually. Your company usually works with fewer advertisers than partners, so generating invoices at the end of the billing period is not time-consuming. When an advertiser has paid an invoice, you can mark it as paid, reconciling the outstanding balance in the advertiser’s account.
Advertiser Balances
To view the balance of an advertiser account, go to Advertisers > Advertiser Billing. This page displays the balance for each advertiser that has unpaid invoices.
Click an advertiser's name to see the billing history page. Here, you can view all of their paid and unpaid invoices. To change the status of a specific invoice, select “Paid” or “Unpaid” from the dropdown menu.
On Balances: Balance amounts are rounded to two decimal places ($0.00).
Creating an Invoice
To create a new invoice for an advertiser, go to Advertisers > Billing Invoices. At the top of the table, click Create Invoice. Select the advertiser for which you want to create an invoice from the list of active advertisers.
If you have multiple currencies enabled in your platform, you will also be asked to select the desired currency from the next dropdown for the offers this advertiser manages that use custom currencies. Once a currency has been selected, the system pulls the stats for offers assigned to that advertiser and displays them in the Invoice Details panel.
Next, select a start and end date. By default, the start date for an invoice’s time period is automatically set to the date from the last invoice. If there are no previous invoices in the system for this advertiser, then the first day that this advertiser has stats will be the starting date instead. Click Update to refresh the stats displayed in the Invoice Details panel.
In the Optional panel, you can enter a memo viewable to the advertiser and a private note visible only to admins. If you want to enter memos for the advertiser specific to line items, you can do so in the Invoice Details panel instead.
The Invoice Details panel displays a line-item breakdown for each offer the advertiser has revenue for in the selected time period. Revenue type and the total number of impressions/clicks/conversions recording earnings for that offer are listed. For your reference, the amount paid to partners is also displayed.
Sometimes, you may want to add additional line items to the invoice. This could be earnings to be paid but not recorded in the offers or removing specific earnings from your platform. To add adjustments, select the revenue type from the Adjustment dropdown menu. Then, enter the amount you want to be added or removed from the invoice. To add a negative amount to the amount field, add a minus sign (-) to the front of the amount. That amount will be taken out of the invoice total at the bottom.
Once the invoice information is sufficient, click Create at the bottom of the page. The invoice is then added to the advertiser billing system.
Editing an Invoice
If you want to make changes to an existing invoice, open it. You can modify the memo and note fields for the invoice, but not at the line-item level. You can also add adjustments to an existing invoice. Select the revenue type, the payout type quantity, the adjustment total, and a memo. You can also delete any line items in the invoice if desired. Click Save at the bottom for the changes to take effect.
Deleting an Invoice
Click Delete at the top right on the invoice page, and the invoice will be deleted from the system. Once this happens, you can generate future invoices that use stats from this time period.