beginner
AdSalesOS for billing & finance
How billing and finance teams generate invoices and export data from AdSalesOS.
This track covers the core billing workflows in AdSalesOS: generating accurate campaign invoices and producing clean, structured data exports to support invoicing, month-end close, and ERP integrations. More modules covering additional billing and finance workflows will be added over time.
Who this is for: Billing and finance team members responsible for invoicing and financial reporting in AdSalesOS.
What you'll learn:
Who this is for: Billing and finance team members responsible for invoicing and financial reporting in AdSalesOS.
What you'll learn:
- How to generate invoices for campaigns, understand key invoice fields and how they're calculated, and adjust invoice amounts for accurate revenue recognition
- How to make adjustments to invoices, including credits and charges
- How to generate and customize delivery and billing data exports
Instructor: Ke Lou
2 lessons
8 min total
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Course Content
Generating invoices for your clients/customers
(1 lesson)
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🔒 Generating invoices for campaigns5m
Data exports
(1 lesson)
-
🔒 Generating data exports from PIO3m