Invoice your marketing email work

 

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 blog post Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next.


If you’re doing email marketing on behalf of a customer, you’ll probably want to bill for your work.

  1. Make sure that your organization already has an Items/Services record set up to bill for your type of marketing email. You might even have several different Items/services records to reflect various customer options, such as number of addresses, design options, etc. You can view, edit, and create these by going to Budgeting > Settings > Items/Services.

  2. Navigate to Marketing Execution > Email Marketing > Messages to view a list of all existing marketing emails.

  3. Do one of the following:

    • Working on the list page, use the browse, search and filter controls to find the message or messages you wish to invoice in the list and mark the checkbox of each of them. Then choose the Invoice button in the toolbar. (Note: All of the emails that you select must be displayed at the same time; you cannot select across multiple pages of results.)

    • Find the message you want to invoice and choose it to go to its maintenance page. From here, open the Invoices tab and choose New to create a new invoice.

  4. A pop-up dialog opens, asking you to specify the contact that the invoice is for and also the item you identified in Step 1. Enter these and choose OK.

  5. The system generates and displays an invoice with your selected email(s) already listed as billable items. The description for each listed item will be the name of your marketing email; this name will also appear on the invoice itself so customers can recognize it. You can continue working with the invoice, modifying details and/or adding items as needed.

  6. Save your work. Your invoice will now be listed on the Invoices tab for each marketing email you selected above. It will also be listed with all other types of invoices under Budgeting > Receipts > Invoices.

System_CAPS_tipTip

You can also create an invoice from scratch by navigating to Budgeting > Receipts > Invoices. In this case, you must add the invoice items and descriptions manually for each marketing email that you want to bill for. However, invoices that you create this way will not be associated with the email messages themselves and therefore will not appear on the Invoices tab for the individual messages.

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