The advertising module allows you to invoice clients and agents and monitor spending across channels. Learn how to set up your advertising invoice preferences and expenses.

This article covers:

• Configure your advertising invoice
• Set up the advertising invoice footer
• Set up advertising expenses

Configure your advertising invoice

1. Go to: Financials > Setup/Configuration
2. Click the Invoice Settings (Sales) tab

Ensure the information below has been updated for your advertising invoices to populate the correct details:

• Licensee Details:
  • Licensee - Enter the licensee name and license number
  • Business/Title - Enter the business's name
  • ABN/GST - Enter the ABN/GST number
  • Address - Enter the business's address details

• Appearance
  • Logo - The logo will need to be ticked if you want it to appear on the advertising invoices

• Advertising
  • Invoice Numbering - Click Setup Invoice Numbering (this can be configured to continue from another advertising invoice system, or you can start at receipt number one)

3. Click Save Settings to apply the settings to your advertising invoices

Set up the advertising invoice footer

1. Go to: Financials > Setup/Configuration
2. Click the Invoice Footers (Sales) tab
3. Click Add Invoice Footer

Add the desired invoice footer details:

• Footer Name - This is the footer name you must select when creating a new advertising invoice
• Content - This is exactly what you would like to appear on the advertising invoice footer (generally used to advise how payment can be made)
• Set Default - You can include the invoice footer for Agent Advertising invoices and/or Owner Advertising invoices

4. Click Save

You can add more invoice footers following the steps above, or update an existing one by clicking Edit on the right-hand side.

Note: Changes made to invoice footers are recorded within the system for visibility and tracking. This includes updates to both agent and owner advertising invoice footers. These logs can be accessed via Reports > System Activity.

Set up advertising expenses

1. Go to: Financials > Setup/Configuration
2. Click the Advertising Expenses tab
3. Click Add Advertising Expense

Add your advertising suppliers and expense types:

• Supplier/Grouping - Choose an existing supplier to add more expense types, or enter the name of a new supplier
• Type - This is the marketing that the selected supplier is providing
• Amount - The cost associated with the type of marketing
• Company Contrib - If the office or company will contribute part of this item's cost for each campaign (this can be tailored per listing campaign later)

4. Click Save

Repeat the above steps until you have added all your advertising suppliers and expenses. You can also edit any existing advertising expenses by clicking on Edit on the right-hand side of the expense.