Standard Client Orders Billing Reports

Client Orders report provides all campaign line items and monthly delivery data. From the report, you enter the applicable data from the approved budget in your ERP system. The billing is available to the client before the campaign is live based on the contracted amounts and units. At end of the campaign, the final report provides the actual spend and delivery. The final data assists in with reconciling transactions with the client.

Client Billing Procedure
Step

Procedure

Implementation
1

Approve the media plan in Basis.

Basis
2 Download the client orders report in the Billing tab under My Organization in Basis. Basis
3

Create/enter the orders with the contracted amount from the client reports into your ERP system from the approved budget.

Note: Continue to update the orders after the campaign is live, if necessary.

ERP system
4

Send billing statement to the client.

ERP system
6 Download the client orders report after the campaign ends. Basis
7 Enter the orders with the final spend and delivery amounts from the client reports into your ERP system. ERP system
8 Reconcile the ERP system with the actual spend and delivered data from the client orders report. ERP system
9 Send final credit/billing statement to the client. ERP system

The download file assists you in comparing and reconciling the standard billing fields in your ERP system. The first tab of the Excel workbook displays all line items.

The client orders report displays ad serving rate, estimated quantity, cost, delivered impressions, and spend are an additional line item as separate fields.

The additional tabs in the Client Orders report displays the monthly delivery.

Client Orders Example

Note: The example displays the field column names. The client orders download file does not show the header names. Refer to the Client Orders Table for more details.