Learn how to add a credit or payment to the advertising ledger and apply it to an invoice in MRI Vault.

This article covers:

• About advertising payments
• Add a credit or payment
• Important notes

About advertising payments

When you receive an advertising payment from a vendor, agent, or company, you can record it as a credit in the advertising ledger. This ensures the payment is reflected on the correct invoice.

Add a credit or payment

To add a credit or payment to the advertising ledger:

1. Go to: The property profile
2. Click the Financials tab > Advertising
3. Click Add Payment (Credit)
4. Enter Add a credit or payment

• Complete the following fields:
  • Date - The date to apply the credit/payment
  • RefID - (Optional) Internal reference for the credit/payment
  • Type - Choose Vendor, Agent, or Company contribution
  • Total Amount - Enter the credit/payment amount
  • Invoice # - Link to an existing invoice or leave blank to apply later
  • Notes - Add any relevant notes for the invoice
    

5. Click Save to add the credit/payment to the advertising ledger
6. Apply to Invoice

• If linked to an invoice, the credit/payment appears on that invoice.
• You can then print, save, remove or email the invoice from the Invoices section
  

Important notes

• If you don’t link the credit/payment to an invoice immediately, you can include it in a future invoice when generating invoices
• You can unlink a credit/payment from an invoice by clicking Unlink next to the contribution. Once unlinked, you can edit, remove, or reassign it
  
• If the Type is Agent Contribution, you can select the contributing team or agent. This will also update the agent advertising ledger