An accepted influencer fee becomes a supplier bill

What moves

When you accept an influencer's deliverables on a campaign, the fee goes to Accounting as a draft supplier bill: the same amount and currency, the influencer as the supplier, and VAT from the tax your country pack names for it. The bill's number and progress (draft, booked, paid) come back onto the assignment. Nothing is sent while the Accounting link is off.

Before you start

• Social and Accounting in your plan
• The Accounting link switched on in Settings → Features (it starts off)
• The person holds the permission to accept deliverables
• The assignment is live or completed and has a fee

Step by step

1. Social managerSocial Media Suite

   Opens the campaign and presses Accept deliverables on an influencer's row.

   You see:The assignment becomes completed and the row says the fee was sent to Accounting.

2. SystemAccounting & E-Invoicing

   Drafts one supplier bill for the fee, once, even if the request arrives twice.

   You see:A draft bill appears in Accounting, ready to check and send for approval.

3. AccountantAccounting & E-Invoicing

   Checks the bill, picks the supplier if the name matched none, and sends it through the usual approval.

   You see:The bill is approved, booked and later paid like any other.

4. Social managerSocial Media Suite

   Looks at the Bill column on the campaign.

   You see:It shows the bill number and where it stands, without opening Accounting.

Related

• Accounting & E-Invoicing
• Social Media Suite
• Approvals, cost codes and job cost flow both ways
• Approved project time becomes cost and billable lines
• Assets become fixed assets with book values
• A large bill goes through a multi-step approval chain
• A payment run is approved by someone other than its builder
• Connections between modules