Overview
Trackier's built-in invoice management system allows you to create, send, track, and manage invoices for both advertisers and publishers directly from your panel without needing a separate billing tool.
Managing billing across multiple advertisers and publishers can be time-consuming when done outside your tracking platform.
Trackier simplifies this by giving you a dedicated invoice management section where you can generate invoices based on campaign data, send them directly to advertisers or publishers, and track their payment status all in one place.
Why Use Trackier's Invoice Management?
Generate invoices directly from campaign data without manual calculations
Send invoices to advertisers or publishers straight from the platform
Track payment status paid, pending, or overdue in real time
Support multiple currencies with live exchange rates
Manage both advertiser and publisher invoices from the same interface
Note: The same invoice creation and management features apply to both advertiser and publisher invoices. The process is identical for both.
How to Access Invoice Management
Navigate to the Invoice section from your Trackier panel's main menu. From here, you can create new invoices and manage all existing ones for both advertisers and publishers.
Features Offered in Invoice Management
Create a new invoice.
Click "Add new" to generate a new invoice. Once that is done, it will ask you to fill in data such as the advertiser for whom you are creating the invoice, type [campaign-wise, daily or monthly invoice], campaign names, and the date range.
Once you enter all the details, an invoice will be generated. You will have the option to add the due date of the invoice, any additional notes you want to add for your advertiser, the email addresses of your team members, or any changes in the amount if needed.
Once you are ready with your invoice, it will allow you to save or save and send, i.e., send the invoice to your advertiser email.
Note: You can choose the currency in which you want to generate the invoice. It will give you options and the currency exchange rates with respect to INR
Managing the Invoices
One can see the list of invoices generated along with the following: invoice ID, date, advertiser, amount, due date, status [paid, overdue, or pending], and campaigns involved.
You can directly perform various actions over invoices, like marking them paid, marking them as sent, or deleting them.
Note: The same process and features are being allowed for publishers as well.
For more information on Invoice management, refer to this article.
Conclusion
Trackier's invoice management feature removes the need for external billing tools by bringing invoice creation, sending, and tracking directly into your performance marketing workflow.
By generating invoices from real campaign data and tracking their status in one place, you can keep your billing process accurate, organised, and efficient across all your advertiser and publisher relationships.
For details on configuring invoice settings such as payment terms, tax details, and branding, refer to the Invoice Settings article.
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.
