Media invoices

 

Updated: November 1, 2016

Applies To: Dynamics Marketing

System_CAPS_importantImportant

Microsoft Dynamics Marketing is scheduled to be retired on May 15, 2018. After that date the service will no longer be available. Please plan accordingly. For details, see the customer FAQ. You can also read the blog post Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next.

Microsoft Dynamics Marketing enables you to prepare media invoices for clients.

Media invoices contain different information than regular invoices. Invoices cannot combine media and non-media items. More information: Prepare invoices for clients for items, services and media

Microsoft Dynamics Marketing enables you to prepare proforma invoices. Proforma invoices are similar to regular invoices but don't post to the General Ledger.  

To view media invoices:

  1. Under Assets & Media, choose Media Buying, and then choose Media Invoices.

  2. Click Invoices.

    Microsoft Dynamics Marketing displays all your media invoices.

  1. Type a word or phrase into the search bar.

  2. If you are using Microsoft Dynamics Marketing Enterprise Edition with multiple currencies, select a currency or leave the currency pull-down menu blank to select all currencies.

  3. Click Go or press Enter on your keyboard.

    Microsoft Dynamics Marketing searches for invoices that match the information you entered. If you are using Microsoft Dynamics Marketing Enterprise Edition with multiple currencies Microsoft Dynamics Marketing displays invoices in each currency.

  1. Click the Search/Filter button to toggle from Search (default) to Filter.

  2. Select the information you want to use as a filter by clicking on the Filter On pull-down menu. Microsoft Dynamics Marketing displays the filter categories that are available.

  3. Click the Value pull-down to choose the value that you want to filter on.  

  4. Select a currency, or leave blank for all currencies. Microsoft Dynamics Marketing applies the filter and displays the information that matches.

  5. Select a date range, or enter a custom date range.

  6. If you are using Microsoft Dynamics Marketing Enterprise Edition with multiple currencies, select a currency or leave the currency pull-down menu blank to select all currencies.

  7. Press Enter or click Go to apply the filter.

    Microsoft Dynamics Marketing displays the items that match the filter criteria. If you are using Microsoft Dynamics Marketing Enterprise Edition with multiple currencies Microsoft Dynamics Marketing displays invoices in each currency.

  • Click Clear to remove the filter.

Microsoft Dynamics Marketing removes the filter and displays all items.

  • Click and drag any column heading to move the column to its new location.

To create a new media invoice:

  1. Click the new media invoice button  New button.

    Microsoft Dynamics Marketing opens the new media Invoice page.

  2. Enter the information. More information: Create new media invoice and invoice items

  1. Select the check box for the invoice you want to copy.

  2. Click the Copy button button.

    Microsoft Dynamics Marketing prompts you to specify the contact the invoice is for.

  3. Select a contact.

  4. Click OK.

Invoices can't be deleted but they can be voided. This ensures that once an invoice is created there is a permanent record of that invoice. When an invoice is voided the prices of all items are set to zero and the status of the invoice is set to Void

  1. Select the check box for the invoice you want to delete.

  2. Click the Void button button.

  3. Click OK.

Financial and general ledger accounts are designed for marketing budget management only. Financial features are restricted to the limits stated in the Security and Financial Disclaimer. Microsoft Dynamics Marketing is not designed to comply with country/region-specific laws, regulations, or common business practices.

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