Help Center

To set up the feature, you just need to have a default special invoice template set, which can be done on the Special Invoice Templates page. If a default special invoice template is set, then a new “Create Pre-Pay Invoice” option is available on the billing tab of creating an order.

If this option is set to yes, a special invoice will be created and sent to the billing contact automatically when the order is finance approved.

Upon payment, the special invoice will be deleted, and the payment will be added to the cash account. This payment will be tied to the original order, so it can then be applied to regular or master invoices for the items on the order. This workflow can be used accept payment upon order completion, but then the payment can be applied to invoices as the items need to be recognized as revenue.

When adding or editing a card within Ad Orbit, you can override this default setting if needed and select a specific card type. Unless otherwise specified, all cards added within Ad Orbit will use the default setting. 

This new configuration, and Funding Source field when adding or editing cards within the system, allows you more customization over credit card surcharges. Only cards set specifically as Credit Cards, not debit or prepaid, will have credit card surcharges applied.

When set to Evenly per Month, the impressions will be broken out per month evenly, regardless of how many days the line item is running in each month.

If set to Days per Month, the impressions will be broken out per month based on the number of days the item is running in each month. For example, if a 3,000 impression item runs the last five days of one month and the first ten days of the next month, it will split to have 1,000 impressions in the first month and 2,000 impressions in the second.

These settings are the default behavior of the product, but can be overridden for individual line items as needed.

To set the flag on a slot item, go to the ticket page, and open the Edit Ticket popup. In the popup, check the box that matches the language you set in the configuration, and save the changes. This will mark the ticket with the flag.

Any value can be set in the new configuration, depending on your team's needs.

A cash balance field was added to the Dim Company table, and the Analytics Company table.

Call transcription summaries have been added to the Activity Fact table.

A new Dim Company Pay Stats table has been added, which contains fields for Average Days to Pay, and Average Days Past Due. Average Days to Pay has also been added as a field to the Analytics Company table.

Order campaign names have been added to the Orders Fact and Analytics Orders tables.

When importing items from Map Your Show that are mapped to an Ad Orbit product with user defined pricing, we are now defaulting to the gross value set in Map Your Show.

All lockbox fields can now be dismissed from the Map Your Show lockbox, which means they will only appear when the 'Show Dismissed' option is checked. Dismissed items will not be re-processed.

Orders created from imported Map Your Show items now set artwork contacts based on the artwork contacts set on the company level.

The Forecast and Opportunity fields on imported Map Your Show orders can now be edited.

We added an installment icon to the Signed Orders table on the company Orders tab. When you hover over this icon, it shows how many installment schedules are on the order. This icon makes it much easier to know which orders have installments.

An Installment Revenue action was added to the edit order action menu. When clicked on, a popup opens that displays the revenue schedule for the installments on the order.

If the deleted activity was an email record pulled into Ad Orbit from a connected email account, it will not be re-imported when the next email import is done.

The language for Dynamic Attributes was not consistent throughout the site. This release, we updated the language in many places to have consistent labeling.

Updates were made to the Aysling Payments Import Tokenization Tool to allow for converting customers who were vaulted with a previous payment processor.

When using a payment processor that does not allow editing of existing payment methods, you can now use a 'replace' action to replace the existing method with a new one.

The 'Save Search' functionality was added to the Orders search page.

The advertiser name will now be displayed on the PDFs of emailed contracts and invoices.

A Channel column has been added to the digital media grouped artwork email table.

When using Aysling Payments, payment methods are now updated automatically if an expiration date or cardholder name was changed.

The Journal Designer export format has been added to the Consolidated Production report.

The language in the ACH Payment Confirmation email has been updated for clarity if the payment is scheduled to be made in the future.

New and updated forecasting columns have been added to the Sales Rep Activity Report, which include Created, Converted, Lost, and Active.

An information banner and test connection button have been added to the Email Queue Setup page.

The order that rep names are displayed in the Rep Splits column on the Consolidated Sales Report has been updated. The order name will be listed first, followed by the splits as they were created.

An Event column was added to the ad hoc groups template element.

Multiple search pages were updated to show the Transaction Code and Authorization Code search and display fields consistently. The updated pages are: Payments Recorded; Cart Payments; Subscription Recorded Payments; Electronic Transaction Logs; Invoice Search; Subscription Invoice Search; Ecommerce Invoice Search.

The GET orders API endpoint now includes the event/start date field.

When adding an event line item to an order, the events are now listed alphabetically.

Mail Merge names are now shown on the Scheduled Email Groups page.

The columns on the Expiring Ad Contracts report can now be sorted by clicking on the column headers.

The Event Name column can now be sorted on the Event Search page.

$0 transactions are no longer created in Aysling Payments when adding new credit cards to the system.

A new Delivery Date column has been added to the Forecast Detail report.

Additional Publications can now be added to service products via bulk action on the Service Product search page.

The Product Sales widget can now be filtered by delivery date rather than issue date.

The Artwork Table merge tag can now be added to the Thank you for Ordering system email templates.

The InDesign plug-in files have been updated for the most recent version. Click here to download the new version.

Forecasts and opportunities are now being updated properly if a rep reassignment is performed.

In the Create Credit Memo popup, split invoices will no longer display if they are paid in full.

Large mail merge campaigns are now displaying the correct value of sent emails on the Email Campaigns page.

When adding email activities using the Outlook plug-in, the correct scheduled dates are now being set.

Autocomplete has been disabled on all date-pickers.

The Google Calendar integration now uses the correct Ad Orbit branding.

If no contact dynamic attributes exist, the edit action will no longer appear in the dynamic attributes section of the Contact Overview pages.

A display issue was resolved on the Client Center permissions edit page.

A tooltip display issue was fixed on the Email Campaigns page.

A scrolling issue was fixed on the Client Center Design page.

Assets being pushed to GAM can now have duplicate names when picking up a file from a previous ticket, if every file was picked up from the previous mapping with the same name.

Clients can no longer sign deleted orders when using the anonymous order approval link.

Event tickets will no longer display service product dynamic attributes.

The credit card option is now hidden on the subscription webforms if you only have PayPal enabled with no credit card processor.

A language update was made when attempting to create a contact list with no results.

The forgot password link for the Subscriber Center will now ignore any deactivated contacts.

Closing an event no longer marks it as inactive. With this update, closed events can now be viewed on event reports.

Disabled dynamic attributes no longer display on tickets.

When adding or editing a placement, the popup now closes properly.

If a ticket has both a default user assignment and a default ticket status, the default status will now be kept, rather than changing to 'assigned'.

Sales Approvers can now access and approve the correct orders from the Approve Orders search page.

The payment provider mismatch message will no longer show if vaulting is not enabled.

Split export files no longer display 'xero' if Xero is not enabled.

A formatting fix was made when displaying dynamic attributes on contract and invoice PDFs.

An error when a user without order approval permissions views the Orders tab of a company was fixed.

The limit for adding comp subscriptions has been increased to 250 at a time.

A display issue with the headers in popups has been fixed.

An issue finding folders when an email account is connected using Nylas v3 has been resolved.

The way Shopper References are generated for the Aysling Payments integration has been updated.

When exporting GL records, fees are now using the fee date rather than the invoice date in the export file.

When editing a service product, dynamic attributes will no longer be removed if they are not set to display on line items.

The Aging Report Detail is now showing dates in the correct format.

Disabled Event Products can no longer be selected when adding event line items to orders.

Agency invoices are now being exported to Xero correctly when there are multiple publishers.

A specific combination of confidence levels and system configurations was causing tickets to be created for proposal items. This has been fixed, so tickets will not be created for proposals.

The Forecast Detail Report is now filtering by expected close date properly.

Item Product Classes can now have duplicate names if they are used for different product types.

A bug with the Copies column on Omeda exports has been fixed.

The Ticket Assets API endpoint is now finding PDF files properly.

When exporting special invoices to Xero, invalid characters will no longer be displayed.

The language for the Open Balance field on line item importers has been updated for accuracy.

Wind River ACH payments are now showing in Ad Orbit properly.

Incremental exports to Omeda are now showing deleted subscriptions properly.

Subscriptions past their expiration dates will now be exported to Omeda as deleted.