Campaigns, from the signed order to the last invoice
One place for a campaign's whole life: new work to check and approve, campaigns under way, finished ones, and the engagements they sit under.
3 min readUpdated
For an agency, everything about a campaign is under Campaigns. There is one New campaign button, and a campaign moves through the tabs as it goes.
- To review: new campaigns that aren't approved yet. They arrive by email at your orders address, or someone enters them with New campaign. Each is checked against its signed document and approved by someone other than whoever entered it. A SOW's priced rows arrive as a proposed scope, each line to be checked.
- Under way: approved campaigns. One with a scope is billed over time and has its own page; one without is billed once from its insertion order and goes on to Billing and posting.
- Finished: closed campaigns, and campaigns billed once that have been invoiced.
- Engagements: the agreements with clients that campaigns sit under, each with what's been sold under it.
- 1
Start it
Click New campaign, or forward the signed statement of work or insertion order to your orders address. Choose how it bills: once, or over time against a scope.
Campaigns - 2
Check and approve it
Open it from To review. Confirm what was read from the document, finish the scope, and have someone else approve it.
Campaigns - 3
Work on it
People log hours to it, vendor bills are coded to it, milestones are marked delivered. Each becomes a billable item when its day comes.
Time - 4
Bill it
Prepare an invoice from what's ready, on the campaign or under Ready to bill. Someone else posts and sends it.
Billing - 5
Collect it
Its invoices are collected like any other: reminders, statements, the client's portal, payments.
Invoices
Everything is linked
A campaign's page links to its client, its engagement, each invoice, each vendor bill and the signed document it started from. An engagement's page lists its campaigns and their invoices. A client's page lists their engagements and campaigns under way. An invoice names its campaign, and a bill names the campaigns its lines are coded to.
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Related
- Campaigns for agenciesBill a campaign over time against its scopeGive a campaign a scope of fees, retainers, milestones, hours, costs and media, and bill each part as it falls due.
- Campaigns for agenciesBillable items and preparing an invoiceEvery installment, retainer period, cost and media line is an item first. Invoices are made from the items that are ready.
- Campaigns for agenciesChange orders, closing a campaign, and engagementsChange an approved scope with a second approval, and the client's. Close a campaign once it's billed. Group campaigns under engagements you can renew.
- Campaigns for agenciesLog time and have it approvedLog the hours you worked on a campaign, submit them, and have someone else approve them so they can be billed.
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