Now that you have marked multiple campaign lines as "used" you can create an invoice for each property. This can be done for multiple properties at the same time or on an individual campaign card. Once invoiced, any funds currently held in trust, can be transferred from the marketing card across to the trading account. Select Marketing | Select Invoice Used Campaign Lines and Transfer Vendor Outstanding. Only "Accepted" campaigns with an un-invoiced amount (used but not invoiced) or an outstanding vendor balance with funds held in trust, will appear in this list.
In this example below, we are invoicing 5 different campaigns, and then transferring funds across 10 different campaigns.
Select EFT the Trust Payments, or leave unticked for automated cheque numbers to be used
Select Continue to Save
EFT payments have now been created and can be uploaded as an aba file
Select Yes to print an audit report
Looking at each campaign, the used item under the vendor column is now green as the invoice has been created.
Now that an invoice has been created, you can drill down to view invoice details
1- Clicking on the arrow will take you through to the campaign line
2- The item was invoiced on the 31st March 2017
3- Click through via the arrow to view the invoice.
Click the print icon to print the invoice
