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Advertising - Setup/Configuration for Invoices and Expenses

  • Updated

The advertising module allows you to invoice both clients and agents for advertising or expenses. This is also a great way to keep track of monies spent across multiple advertising channels. In order to start using the advertising module, you will first need to ensure that you have configured your Advertising invoice settings and set up all your advertising expenses.

Contents:

Step by step

Configuring your advertising invoice

1. Go into Financials > Setup/Configuration

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2. Click into the Invoice Settings (Sales) tab

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

  • Licensee Details - This includes the Licensee name/license number, Business/Title name, ABN/GST number and Address details

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

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  • Advertising - You will need to ensure that you Setup Invoice Numbering (This can be set to continue from another advertising invoice system or you can start at receipt number one)

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4. Once you had added the above details you can click on Save Settings in the bottom right-hand corner to apply the settings to your advertising invoices

If using the Sales Trust module, the above Licensee Details and Appearance settings will also apply to the Sales Trust Receipting for the selected Trust Account.

Setting up the Advertising invoice footer

1. Go into Financials > Setup/Configuration

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2. Click into the Invoice Footers (Sales) tab > Add Invoice Footer in the bottom right-hand corner

3. Add in the desired invoice footer details:

  • Footer Name: - This is the footer name you will need to select when generating 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: - We provide the option to apply the invoice footer for Agent Advertising invoices and/or Owner Advertising Invoices

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4. Once you have added the desired invoice footer details, you can click on Save

5. You can add further Invoice footers following the above steps or update an existing footer by clicking on Edit on the right-hand side

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Setting up Advertising Expenses

1. Go into Financials > Setup/Configuration

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2. Click into the Advertising Expenses tab > Add Advertising Expense in the bottom right-hand corner

3. You are then able to add your advertising suppliers and expense types:

  • Supplier/Grouping: - Here you can select an existing supplier to add further expense types or type in the name of a brand new supplier
  • Type: - This is the type of marketing the selected supplier is providing
  • Amount: - The cost associated with the type of marketing
  • Company Contrib: - If the office/company will contribute part of this item's cost for every campaign (this can be tailored per listing campaign later)

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4. Once you had added in all the advertising expense details you can click Save to add the expense

5. Repeat the above steps until you had 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

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Please ensure that you are descriptive with your suppliers and expense types as this will be exactly what will appear on your advertising invoices.

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