In the last 2-3 days before the month ends, start the Invoicing process:

1. Product Manager will click the Create Invoice button for each client. 
   1. 🚨 An automation will create new items in the Invoice Prep group, change the Status to Prep and assign the Product Manager. 
2. Once items are created update the Advertising Month to the first day of the previous month.
   
3. Product Manager will enter number of AA Shoppers/Platform fee and Media Spend from the Trade Desk report for each item.
4. Go to the The Trade Desk, go to Reports and Run the "Performance Report - AA" report for the previous month for all the Advertisers (clients). Once completed enter number of AA Shoppers (Campaign Reach tab, Unique Persons) and Media Spend (Advertiser reach tab, Advertiser Cost) from the report for each item.
   
   
5. Once the Product Manager preps the invoices they will change the status to Create. 
   1. 🚨 An automation will reassign to the items to the Controller and move the items to Invoices to Create.
      
6. Controller will then send the invoice to the client and change status to Sent.
   
7. Once the Controller receives payment they will change the status to Paid 
   1. 🚨 Automation will unassign Controller.