Overview
Now you can easily generate an invoice for your publishers based on the data accumulated on the platform. The invoice generation function allows you to raise an invoice either campaign-wise or day-wise.
If you want to generate an invoice for any specific publisher for a specific date or for a specific campaign, below is a step-by-step guide for the same.
Go through the below steps for a brief description of how you can generate and manage invoices for your publishers.
How do I generate invoices?
You will be able to manage all your invoices that are generated or marked as paid for your publishers from this one single page. Please navigate to the section labelled "Invoices" on the left panel, and then choose "Publishers".
Action: Take a look at the points below to see all that's included in the action button.
New Invoice: Generate new invoices for your publishers from here.
Transactions: Check and manage all the previous transactions from this section.
Payments: All the payments recorded till now from the publishers will be seen in this section.
Note: You cannot mark the invoice as "unpaid" once it is marked as "paid".
In order to create an invoice, enter the name of the publisher and the type that you would like to choose. So, for instance, if you want to create an invoice campaign-wise or month-wise, you would need to mention that explicitly. Post that, enter the date range, and hit "Create".
You will have the option to choose the publisher, type of invoice, and date range for which you want to generate the invoice.
You also have the option to change the currency for the invoice. Based on your custom exchange rates, you can select the values, and the system will automatically generate the calculated data for you.
In the final section, you have the option to include notes, memos, and email addresses on the invoice.
You can now easily include amounts in various currencies by utilising the adjust invoice feature on the create invoice page.
Now, your finance team can bulk download all the publisher invoices in a zip folder, thereby reducing time and effort to do this job.
Now, you also have the option to raise the publisher's invoice for the conversions which are marked as approved later on.
Note:
We also support generating invoices based on referral amounts only.
For example, if Publisher A refers Publisher B, and only Publisher B generates conversions, Publisher A will receive only the applicable referral earnings, and an invoice can be created specifically for that referral amount.
Now you can choose whether you want to raise the publisher's invoice based on the approval date of the conversions or the creation date of the conversions.
Simply follow the steps as shown in the below image: Go to the Customise section and choose Invoices. From there, you will see a field called Generate Invoice Based On.
To learn more, go through Invoice Management
Tips & Best Practices
Always verify date ranges before generating invoices
Use consistent invoice types (campaign-wise or month-wise) for cleaner reporting
Double-check publisher selection to avoid incorrect billing
Use notes/memos to add payment context for finance teams
Prefer bulk download for end-of-month reconciliation
Regularly sync approval data to avoid mismatched payouts
Conclusion
The publisher invoice generation feature in Trackier simplifies creating, managing, and tracking invoices. It supports campaign-wise, day-wise, month-wise, and referral-based billing for flexible and accurate payments.
With multi-currency support, bulk downloads, and custom notes, it helps finance teams save time while maintaining clear records and ensuring smooth, transparent operations with publishers.
Notes
Invoice types can be customized based on campaign or time period
Referral-based invoices are supported for multi-level publisher setups
Finance teams can bulk-export invoices for easier processing
Currency conversion is handled automatically based on configured rates
Broaden your knowledge:
We're thrilled to have put together a top-notch team of qualified experts who are available to handle any of your concerns and respond to any inquiries you may have. You can contact us at any time by sending an email to support@trackier.com or using the in-platform chat feature.
