Q: What transaction types are found in the AD-ID Invoice log?
Deposit Invoice: For purchases made on the account. The only invoices that users will need to process for payment (unless pre-paid by credit card). Emailed to invoice recipients at end of day.
Usage Receipt: Reflects the usage that has occurred on the account (code/prefix creation). Usage is combined for the entire day. Usage receipts are not available until the following day. Payment is not required.
Credit Memo: Refunds made to the account. Payment is not required.
Reversal Receipt: A credit has been processed for a code by Client Success. Payment is not required.
Q: Who can get a copy of an invoice?
Only billing account administrators can view or download invoices.
Click on the Accounts menu in the top navigation and select the account.
Click on Invoice Log in the right side bar.
Click on the word “deposit” in the table to download a copy of the invoice. Or use the check boxes to select the invoices, then go to the Actions list in the table to email or export pdfs.
If you are not able to find a particular invoice, an Invoice Search feature is available.
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Q: Can I edit an invoice?
Invoices can only be edited by the Administrator of the account or the user who made the purchase on the Ad-ID system. Deposit invoices are the only ones that can be edited.
The invoice date and amount CANNOT be changed.
Fields that can be edited include: billing contact, billing company, address, PO #, job #, invoice note
Invoices are not emailed automatically from the Ad-ID system after changes are made. You will need to download or email a copy of the revised invoice. If you need Ad-ID to resend the invoice to a particular email, please contact Client Success.
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Q: Can you submit a signed PO with the invoice?
Invoices are emailed automatically by the Ad-ID system to the emails listed as the invoice recipient(s). The Ad-ID system does not store copies of purchase orders and, therefore, cannot send a copy of a purchase order with the invoice.
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Q: Can the code be listed on the invoice?
Specific Ad-ID codes are not listed on the invoices.
Purchases, and therefore invoices, are not directly linked to specific codes. A purchase can be made and then codes created against that purchase at any time afterward. So in many cases, the invoice is generated before a code is even created.
When a user makes a purchase, they have the option to include an invoice note that will display on the invoice. If they know the code, such as those who are entering custom codes, they could enter it into the invoice note at the time of purchase. Alternatively, the user could edit the invoice and add the codes to the invoice note.