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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


Go To

Click for quick access to the Job Bag and related CE.


The Client for whom the job is created. This field will display both the Client name and code.


The name of the integrated campaign/project to which the job belongs.


The product or brand that the agency will be doing work to promote, advertise or sell.


The main Client Contact with whom the agency will communicate.


The employee (Account Executive) responsible for the job.


What you are delivering e.g. Brochure or Leaflet.


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.


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 RefThis field will show the Client's Code selected on the job.


The field used to describe the Billing Instruction.


The document creation date.


The status of the Billing Instruction. e.g. Draft or Final.


The number of items required e.g. 500 brochures. Most commonly applicable to print production jobs.


The size or duration of the element, e.g. A3 brochure, 30 sec commercial, etc...


Colours to be used on the element e.g. Full Colour, Black & White. Most commonly applicable to print production jobs.


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.