Freewheel Academy Training - Media Billing: Client Setup & Customization
The Freewheel Academy video Media Billing: Client Setup & Customization shows a previously recorded webinar with steps for creating a billing profile for generating client invoices in the SBMS Media Billing module. The billing profiles establish how an agency's client will be billed in SBMS within the Media Billing module based on the negotiated agency pricing model. The Freewheel Academy video provides workflows in the Master Data menus and the Tools menus. After a billing profile setup is complete, the video provides instructions to create a client invoice that can be generated and sent out to the agency's client.
Freewheel Academy video timestamps:
- 00:01 - Introduction
- 02:22 - Overview of the Master Data Screens in SBMS Media Billing
- 02:28 - List the SBMS Master Data screens specific to Media Billing
- 04:56 - Discuss the purpose and layout of the Client Billing Setup screen
- 07:26 - Explore the layout of the Invoice Format Setup screen
- 09:51 - Configure Client Billing Setup for Generating Client Invoices
- 09:59 - Navigate to the Client Billing Setup screen
- 10:41 - Create a Client Billing profile
- 13:15 - Access & Create Billing Rules
- 15:11 - Demonstration: Accessing and setting up Client Billing Profiles and Billing Rules
- 20:07 - Invoice Format Setup and Default Settings Options
- 20:14 - Access the Invoice Format Setup screen
- 20:52 - Customize Agency Invoice formats
- 23:14 - Demonstrate setting up Invoice Default settings
- 25:37 - Demonstration: Setting up Invoice Formats & Invoice Defaults
- 30:18 - We Value For Feedback
- 30:41- Thank you
Topic Related Support Portal Articles:
- Media Billing - Client Billing Setup
- Media Billing - Client Billing Examples
- Media Billing Clients - Billing Rules
- Freewheel Academy Training - Media Billing: Client Setup & Customization
Freewheel Academy is our learning platform that provides in-depth instructions on Freewheel products, workflows, and technology. Check out the diverse line of Media Billing training at https://academy.freewheel.com. For instructions on how to register or access Freewheel Academy, use one of the following links which contain steps and videos:
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