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The Billing Instruction is used to instruct Finance to bill the client (create the Tax Invoice). 

It is a text document with a pre-populated template which can be used to indicate how the client should be billed, e.g. 50% or Full.  This pre-populated template will include the sum total value of the CEs.

The Billing Instruction is attached to a Job Bag and can be created from the Add New dialog or from the Cost Sheet.


 Screen layout

The Billing Instruction screen contains selected information from the Job Bag, including the Client, Product, Element and others. 

You can only change or edit five of the header fields from this screen.

From the Editor tab, you can format your text to highlight important information. You can also email, print, and attach external documents to your billing instruction.


 Field Help

Billing Instruction Fields

Field Name

Description

Go To

Clicking this button will take you back to the Job Bag form.

Client

This is the Client for whom the job is created.

Campaign

The name of the integrated campaign/project.

Budget

The client's budget for the job/campaign or the hours that have been budgeted for this job.

Contact

The name of the person who is designated for giving information about the client.

AE

The employee that is responsible for the Client's account or person who opened the job bag.

Product

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

Element

The description of the work being done e.g. Brochure or Leaflet.

Category

The medium, or type of work to be done e.g. Digital, Print Production etc.

Presentation Date

The client presentation date (Pitch/Concept date).

Billing Category

The billing category classifies the use of billing documents and transactions in business processes. A billing category summarizes various billing document types.

Customer Ref

This field will show the Client's Code.

Reference

The field used to describe the Billing Instruction.

Date

The date that the Billing Instruction was created.

Current Status

The status of the Job Bag e.g. Open, Closed, Finished etc.

Quantity

The amount of material e.g. 500 brochures.

Size

The size of the element e.g. A3.

Colour

Colours to be used on the element.

Language

The language that the element will be printed in e.g. English, Zulu etc.

Production Delivery

The date on which the final artwork is sent to the supplier to produce.

Material Deadline

The date the material will be received back from the supplier.

Media Start

The go live/publication/launch date etc.

Document Type

The document type field shows different types of custom Billing Instruction templates.