Billing Schedule (Flex Campaigns)

This screen is not relevant to performance campaigns and will therefore be hidden if the campaign is not flexible billing type.

If the campaign is a Flexible Campaign, then this node will be displayed. (See Campaign Types Explained for full details on Performance vs Flexible Campaigns).

On this screen, the user will be able to select from 4 Billing Schedule Types:

• Manual

• Dynamic

• Bill on First Insertion / Date

• Bill on Last Insertion / Date

The options enabled onscreen in the gray section will depend on the Schedule Type Selected.

Whether or not the Schedule Type can be edited, depends both on the Schedule Type and also on the status of the campaign.

Manual Schedule Types

A MANUAL Schedule Type, on initial create, will make no assumptions about what the user might want for the billing schedule, so the user must visit the Billing Schedule tab and manually create at least one schedule line.

All fields will be enabled on the gray line, which will assist the user in creating the schedule

A first billing date must be selected and then the user has the following options:

1. Fill in a Billing interval and Total number of billings and click apply. The system will build one or several lines based on the total billings, and will space the bills out according to the billing interval:

2. Simply click Build from Lines - the system will look across the lines on the campaign and the amounts scheduled per month, and create a monthly bill equal to the expected revenue for each month.

3. Click Add Lines Manually - a pop up will display were the user can manually define one billing line at a time.

Once Billing has started, if Manual was the schedule type, then the Build from Lines and Add Lines Manually options will be disabled. In addition, the Billing Schedule type will no longer be editable. The First Billing Date field WILL allow you to select a different date, but it will really be the "Next" billing date and not truly the first billing date, since the first billing date was already billed and can no longer be edited. a combination of the billing date, billing interval and total billings can still be used to affect the remaining schedule lines.

Dynamic Schedule Types

A DYNAMIC Schedule Type will enable the user to select a first billing date, a billing interval, and total number of billings:

Once the lines are created, the user can change any of those settings and click apply to update the billing schedule. Anything can be edited up until the time the schedule is billed.

Once billed, the user will be able to change the billing schedule type from Dynamic to Manual, but the other two options will no longer be offered. Similarly, the first billing date will no longer be editable (since the first billing has already happened).

The user will be permitted to change the billing interval going forward, or the total billings. This will only affect lines going forward.

If the user chooses to change the schedule type to Manual, then the individual schedule lines can be edited manually to arrange for custom billing dates and custom billing amounts (or % per date). Once saved as a manual schedule type, the user will not be permitted to go back to dynamic.

Bill on First Insertion

BILL ON FIRST INSERTION will look at the line items to see when the first insertion date is and it will auto-create a single billing schedule for the full amount of the campaign.

If anything changes on the campaign prior to billing, the amount will automatically update, as will the billing date.

As long as invoicing hasn't started, any of the other Schedule types may be selected from the schedule type dropdown. Unlike Dynamic and Manual options, none of the other options on the gray line are selectable. The system will look to the line items to determine the billing date and the amount and there will always just be a single schedule date. Only exception is if the billing has already happened and a user later adds additional issue dates or lines on the campaign.

Bill on Last Insertion

BILL ON LAST INSERTION will look at the line items to see when the last insertion date is and it will auto-create a single billing schedule for the full amount of the campaign.

If anything changes on the campaign prior to billing, the amount will automatically update, as will the billing date.

As long as invoicing hasn't started, any of the other Schedule types may be selected from the schedule type dropdown. Unlike Dynamic and Manual options, none of the other options on the gray line are selectable. The system will look to the line items to determine the billing date and the amount and there will always just be a single schedule date. Only exception is if the billing has already happened and a user later adds additional issue dates or lines on the campaign.