LogoLogo
Website homeLog inTermsPrivacy
  • RunMags User Help Center
  • Introduction
    • Navigating the interface
      • First time login
      • Password reset
      • Contacting support
      • User interface
      • Adjust zoom
      • Searching
    • Fundamentals
      • Advertising sales CRM
      • Subscription sales CRM
  • Sections
  • Home
    • My profile
      • Set up email accounts
    • Messages
    • Planner
    • Email status
  • Advertising sales
    • The basics
      • Advertisers
      • Add a new advertiser
      • Logging advertiser calls
      • Selling advertising
      • Billing model
      • Emailing an advertiser
      • Client engagement
    • Communication
    • Sales automation
      • Advertiser portals (eSign and payments)
      • eSigning advertiser contracts
    • Sales insight
    • Extracurricular
      • Updating customer records in an existing deal
      • Selling to an Agency
      • Non-English agreements and invoices
      • Locking deals
  • Subscription sales
    • The basics
      • Subscribers
      • Selling subscriptions manually
      • Selling gift subscriptions manually
    • Communication
    • Automating subscription sales
      • Managing subscriber portals
      • Discounted subscriptions
      • Mass emailing subscribers
      • Automated subscription renewal notice
  • Channels
    • Print
      • Print magazines
      • View booked advertising and editorials
      • View and add issues
      • View and add sections
      • Viewing and adding advertising products
      • View and add editorial products
      • View and add subscription products
    • Digital
      • Digital magazines
    • Web
      • Websites
      • View and add web products
      • View booked web products
    • Email
      • Newsletters
    • Social
      • Social media
    • Events
      • Adding a new event
  • Production
    • Print
      • Paginating print magazines
      • Placing ads in the flatplan
      • Printing the flatplan
    • Digital
    • Web
    • Social
    • Email
  • Circulation
    • Subscriptions, payments and duplications
    • Exploring and viewing subscribers
    • Print distribution batches
    • Circulation insight
  • Finance
    • Billing
      • Perform billing
      • Changing the billing date to get invoices out earlier
    • Collection
      • Collection
      • Paying invoices electronically
      • Managing outstanding invoices
      • Register payments
    • Managing mistakes
      • Crediting an invoice by issuing a credit note
      • Deleting payments
    • Fiscal management
      • Journals
  • Other
    • RunMags Admin Help Center
    • RunMags Learning Blog
    • RunMags System Updates
Powered by GitBook
On this page

Was this helpful?

  1. Finance
  2. Billing

Changing the billing date to get invoices out earlier

A user with Sales access can edit a deal to initiate the billing to be performed at an earlier date than the standard system settings. For example, the standard system setting for a deal that is set with a 50/50 billing model is to initiate billing 30 days in advance of the print date, but you can override this from deal to deal to improve cash flow.

Go to Sales & CRM and bring up the deal you want to change the billing date for. Go to the last tab named Billing schedule. Select the line you want to change by clicking on it, then on the left hand side, click Edit.

Change the date for Earliest billing date to the date when you want the billing to be initiated, then on the left hand side, click Update. Click Save and Close at the bottom right of the Deal form. Now, when you go to Finance >>> Billing >>> Deals to bill, this deal will shop up so you can initiate the billing per the normal billing process.

PreviousPerform billingNextCollection

Last updated 5 years ago

Was this helpful?