Billing a Campaign
Campaign Billing Settings | Bill By Campaign | Bill By Campaign Budget | Bill By Project | Resources
Campaign Billing Settings
From the Campaign's Settings, you choose how the campaign will be Billed.
Bill By
This determines how you want the system to handle the billing aspect of the projects within the campaign.
- Project - When you choose Project, then you can bill from each project individually. This also mass bills each project individually, creates billing worksheets for each project and thus creates an invoice for each individual project as an end result
- Campaign - When you select Campaign, the system will create a single invoice as the end result via a Master Billing Worksheet. The system will create a worksheet for each project to be reviewed separately as part of the Master. Each project will be billed according to the billing method on the Project. When mass billing the projects of the campaign, you can select to invoice all projects on one invoice.
- Campaign: Use Campaign Budget - When you select to Use the Campaign Budget, the system will create a single invoice for the Campaign’s budget. When billing via Billing Worksheets, the system will generate a master worksheet. There will be a Fixed Fee worksheet for the Campaign Budget and a worksheet for each project. Note: If “Expenses Not Included” is checked, the system will create a worksheet for each project for expenses to be billed
Bill By Campaign
This allows you to create a Fixed-Fee (Advance or Revenue) invoice based upon the Campaign Budget using the Bill section from the campaign. When using Billing Worksheets, this will create a single Master worksheet for the Campaign and individual worksheets for each project.
NOTE: If you do not see the Bill section, then check to see if this is a Campaign Opportunity. And if so, once you Make Campaign Live, then the Bill section should appear.
One Line Per
This determines how the invoice line details are created when billing the campaign. But how the invoice prints is determined by the Invoice Templates.
NOTE: If you use taxes on some items, but not all, then you will want to create separate lines for each Service/Item. For more on this please refer to the Sales Tax Rates guide.
- Project - Creates one line per Project in the invoices line details.
- Billing Item and Item - Creates one line per Billing Item (used across all projects) and then a sub line per Service/Item.
- Project, Billing Item and Item - Creates one line per Project, then a sub line per Billing Item, and then another sub line per Service/Item.
- Project and Task - Creates one line per Project and then a sub line per Task.
From the Bill section, you can quickly create an Advance Bill invoice based on the Campaigns total budget.
Then utilize other billing processes, such as Billing Worksheets to recognize the actuals as revenue from the Advance.
Bill By Campaign - Use Campaign Budget
When the Bill Campaign - Use Campaign Budget is selected, this allows you to create a Fixed-Fee (Advance or Revenue) invoice based on the Campaign Budget. The Campaign budget can be billed from within the Campaign using the Bill tab. The Campaign budget can also be billed through Billing Worksheets or Mass Billing.
Bill by Percentage Of
Applies to Billing Worksheets only. This determines how the campaign budget is to be billed.
Bill By Percentage of:
- Estimate - Bills the Campaign budget as a single line amount
- Service/Item - Bills the Campaign budget based on the Service and Items budget amounts.
- Project - Bills the Project Budget amounts, one line per Project Budget.
- Segment - not available yet
NOTE: If Expenses are Not Included is selected; then the system will bill the Labor (Services) budget amount only.
One Line Per (Extras)
Applies to Billing Worksheets Only. This determines how the extra Expense line details are created. How the invoice prints is determined by the Invoice Templates.
- Project - Creates one line per Project in the invoices line details.
- Billing Item and Item - Creates one line per Billing Item (used across all projects) and then a sub line per Service/Item.
- Project, Billing Item and Item - Creates one line per Project, then a sub line per Billing Item, and then another sub line per Service/Item.
- Project and Task - Creates one line per Project and then a sub line per Task
You can also review Billing Worksheet or Billing Guides for more detailed information.
Bill By Project
Billing will be based upon the individual projects. If using Billing Worksheets, the settings on the Client record will then determine how the worksheet(s) and invoice(s) are generated.
See the Client Setup guide for more info.
