How to authorise finance

Once a client has booked, you’ll need to authorise finance on their campaign to finalise the booking.

  1. Search and select the campaign you would like to authorise finance for.
  2. Under Campaign Details, you will see a Finance approval dropdown.
  3. Here you can select from three options: ‘No finance approval set’, ‘Pay within 5 days’ or ‘Payment on account approved’.
  4. Choose the relevant option, then close.

Head here to learn how to generate a copy of an invoice or to remove VAT.

★ Admin and Power Users only This function is only available to those with an Admin or Power User account. If you don’t have access, but think you should, please contact your system administrator.

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