The advertiser billing system is used to summarize 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 what is owed by them to your network. In accounting terms, this is often known as Accounts Receivable.
Unlike partner invoices, advertiser invoices are only generated manually. In most cases, your network 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 and this will reconcile the outstanding balance for the advertiser’s account.
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.
To see the billing history page for an advertiser, click the advertiser’s name. 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 network, you will also be asked to select the desired currency from the next dropdown for the offers this advertiser manages that uses custom currencies. Once a currency has been selected, the system then 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 stats displayed in the Invoice Details panel.
In the Optional panel, you can enter a memo viewable to the advertiser, as well as 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, along with 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 network. 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 invoice that already exists, open up an invoice and you have the option to 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 quantity of the payout type, the total for the adjustment, 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
On the invoice page, click Delete at the top right and the invoice will be deleted from the system. Once this happens, you can generate future invoices that use stats from this time period.