Before the First Invoice
- Your own billing information — legal name, address and tax ID — is complete, because it prints as the seller on every invoice. The invoice form flags it if anything is missing.
- The advertiser has billing information: company name, billing address, country and GSTIN / VAT / tax ID. Open the advertiser and use Billing Information (invoice and tax details).
- Revenue for the period is final — ideally reconciled against the advertiser's own numbers first.
The invoice form runs a pre-flight checklist (advertiser selected, billing info complete, supply type confirmed, at least one line item) and tells you what is missing before you can generate the invoice.
Creating an Invoice
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Go to Advertisers → Advertiser Invoices → Create Invoice
Pick the advertiser. Their billing details are filled in for you.
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Set the invoice number, dates and report period
Invoice date, due date (for example 30 days for Net-30) and the report period the invoice covers. The period prints on the invoice so the advertiser can match it to their own report.
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Add line items
One row per campaign or service, with quantity (usually approved conversions) and rate. Take the figures from your Report Builder for the same period, grouped by campaign. Add a discount if agreed.
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Check tax, add payment instructions and generate
Put your bank or wire details in Notes / Bank Details so they print on the PDF, then click Generate Invoice.
Tax Treatment
Affclix suggests the invoice type from the seller's and buyer's countries. You can override it.
| Type | When | What is charged |
|---|---|---|
| Domestic | Seller and advertiser in the same country | VAT / GST at the rate you choose. For India, matching state codes give CGST + SGST, different states give IGST. |
| Export / Zero-rated | Indian seller, foreign advertiser | No GST under LUT. Enter your LUT number and financial year so the zero-rated declaration prints on the PDF; without an LUT, IGST must be paid and claimed back. |
| International / Reverse charge | Both parties outside India | No Indian GST; the reverse-charge note is printed. |
If the advertiser deducts tax at source, enter it as TDS Deducted or Withholding Tax so the total payable matches what will actually arrive.
Foreign-Currency Invoices
For export and international invoices, choose the foreign currency and enter the exchange rate (units of your currency per 1 unit of the foreign currency). The form shows the amount in the foreign currency next to the invoice total, so you can quote both to the advertiser.
Tracking Payment
Advertiser Invoices lists every invoice with its total, tax, received and pending amounts. Use Change Invoice Status to record a payment; enter the amount received for part-payments.
| Status | Meaning |
|---|---|
| Pending | Created, not yet sent or confirmed. |
| Approved | Confirmed and awaiting payment. |
| Partially Received | Part of the amount has arrived; the rest is still pending. |
| Received | Paid in full. |
| Cancelled | Void. Raise a new invoice if the period needs to be re-billed. |
Download any invoice as a PDF from the list to send it to the advertiser.
Recommended Month-End Workflow
- Wait for the advertiser's validated report, then run Advertiser Reconciliation so rejected conversions are scrubbed before you bill.
- Pull approved conversions and revenue per campaign for the month from the Report Builder.
- Raise the advertiser invoice for that month.
- Invoice and pay affiliates for the same approved conversions — see Invoices & Mass Payments.
Viewing invoices, creating them and changing their status, and editing billing information are separate permissions in Team & Permissions. Give them to your finance team only.