Check media against vendors' bills

A campaign with a media line shows a Media table on its page. For each channel: the insertion order, what's been billed, what's ready to bill, and what vendors invoiced (approved bill lines coded to the campaign as media spend). The last column says how far each channel is over or under the order.

When the flight is over

1. 1

   Wait for the bills

   Vendors' bills usually arrive a few weeks after a flight ends. Code each to the campaign as Media spend and have it approved. A bill still in review shows as in review.

2. 2

   Check it

   Click Check against bills. The dialog shows each channel and the totals, and the fee billed against the fee on what was actually spent.

   Campaigns
3. 3

   Credit what wasn't delivered

   If the client was billed for more media than vendors invoiced, tick Credit them for it now. A credit memo is made against the invoice that billed it: the media that didn't run, the fee on it, and the sales tax on that fee. Crediting needs Finance.

4. 4

   Confirm

   The check is recorded on the campaign with who did it and the figures as they stood. If another bill is approved later, the campaign says the figures have changed and asks you to check again.

What happens in each direction

• Less was delivered than was billed (a campaign billed from its insertion order): the difference is credited. The credit comes off what's still owed on the invoice; if the invoice is paid, it stays on the client's account as credit.
• More was delivered than the order: the part beyond the order is held and isn't billed. A change order that revises the order lets it be billed; otherwise write it off, and it's a cost you bear.
• A bill arrives after the credit: it's billable at cost, with the fee on it, up to the order.