Generating Publisher Invoice

Generating Publisher Invoice

Updated over a week ago

At a Glance: This article contains knowledge about providing the invoice to publishers campaign-wise, day-wise, month-wise, and campaign-month-wise.

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.

For example, 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 to 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 labeled "Invoices" on the left panel, and then choose "Publishers."

  • Action: The button includes it all for you. Take a look at the points below to see all that's included in the action button.

  1. New Invoice: Generate new invoices for your publishers from here.

  2. Transactions: Check and Manage all the previous transactions from this section.

  3. 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 for campaign-wise or month-wise, you would need to mention that explicitly. Post that, enter the date range, and hit "Create."

Create Invoice

  • 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 utilizing the adjust invoice feature on the create invoice page.

Publisher: Create Invoice


Now, your finance team can bulk download all the publisher invoices in a zip folder, thereby reducing time and effort to do this job.

Invoice Management: Download


Now, you have the option to raise Publisher's invoice for the conversions which are marked as approved later on.

Note: We also offer the option to generate invoices based on referral amounts only In the event that publisher A has referred publisher B and now only publisher B is getting conversions, one will give publisher A only the referral amount and can generate an invoice for the same.

  • 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 Customize section and choose Invoices. From there, you will see a field called Generate Invoice Based On.

  • To learn more, go through Invoice Management

Customize: Invoice

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