Billing Instruction

The Billing Instruction is used to instruct Finance to bill the client (create the Tax Invoice). It can be created from the Add New dialog or from the Cost Sheet.

The Billing Instruction is a text document with a pre-populated template which can be used to indicate how the client should be billed. For example, bill in full or bill a specific percentage/amount. This pre-populated template will include the sum of total value of any related CE.

You can also enable the Billing Instruction Approves CE functionality, and furthermore streamline your Agency's process by setting up a two-part workflow in which the Client Service User approves the Billing Instruction, and the Finance User creates an Invoice to complete the workflow.

Screen layout

When you create a Billing Instruction, you will notice that it contains selected information from the Job Bag which cannot be changed. This includes the Client, Product, Element, and others. You can perform actions such as print, email, and attach external documents using the toolbar buttons.

Field Help

Billing Instruction Fields

Field Name	Description
Go To	Click for quick access to the Job Bag and related CE.
Client	The Client for whom the job is created. This field will display both the Client name and code.
Campaign	The name of the integrated campaign/project to which the job belongs.
Product	The product or brand that the agency will be doing work to promote, advertise or sell.
Contact	The main Client Contact with whom the agency will communicate.
AE	The employee (Account Executive) responsible for the job.
Element	What you are delivering e.g. Brochure or Leaflet.
Category	The medium, or type of work to be done e.g. Digital, Print Production etc. Categories allow for reporting against specific job types.
Presentation Date	The date for presentation of the concept to client.
Budget	The client's budget for the job/campaign or the value of hours that have been budgeted for this job.
Billing Category	Defines how (and if) the job will be billed, which can influence work type rates. Examples may be In Scope, Out of Scope, House (non-billable), Pitch, Pro-bono, Project.
Customer Ref	This field will show the Client's Code selected on the job.
Reference	The field used to describe the Billing Instruction.
Date	The document creation date.
Status	The status of the Billing Instruction. e.g. Draft or Final.
Quantity	The number of items required e.g. 500 brochures. Most commonly applicable to print production jobs.
Size	The size or duration of the element, e.g. A3 brochure, 30 sec commercial, etc...
Colour	Colours to be used on the element e.g. Full Colour, Black & White. Most commonly applicable to print production jobs.
Language	The language(s) that the element will be printed or broadcasted in e.g. English, Zulu etc.
Production Delivery	The date by which the work should be delivered. For example, directly to client, or to a media owner or printer.
Job Deadline	The deadline by which the work must be completed.
Media Start	The date on which the media is due to be published, flighted, or launched.
Document Type	Allows selection of brief types for different specifications, which can be configured as custom fields.

Contents Adding a Billing Instruction

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Billing Instruction

Billing Instruction Fields

Contents