Billing Portal - Print Upload

This document provides step-by-step instructions for uploading billing data using the Print Upload feature in the Billing Portal.

Short Tutorial Video on Print upload

Accessing the Billing Portal

• From the dashboard, click on Billing Portal.
• You will be redirected to the Claim Page.

Starting a Print Upload

• On the claim page, click Upload Billing Report.
• A popup will appear containing the following fields:
• Upload Type (dropdown → choose Print)
• Platform field will be disabled in the popup.
• Medium field will be disabled in the popup.
• Billing Month (date selector) 
• File Upload (Excel file only)
• Sample Template Download Link (appears after selecting upload type)

Downloading the Sample Template

• Select Print as the upload type.
• Click on Download Print Upload Billing Template.
• Open the downloaded Excel file to enter billing data.

Preparing the Billing Data

• Mandatory Columns: Columns with an asterisk (*) must be filled.

Data Entry Guidelines:

• SMD Schedule: Enter a six-digit numeric value.
• Product Code: Must match the Client Code used.
• Campaign Name: Enter the relevant campaign name.
• Medium Code & Color: Select from dropdown lists.
• Date: Use DD/MM/YYYY format.
• Placement Description: Enter descriptive placement details.
• Billable Cost: Enter the correct cost value.
• Purchase Order (optional).
• Comment (optional).
• ⚠️ Note: Each row in the template is processed as a separate billing line.
• Example: If you enter two rows, two billing lines will be created.

Uploading the Billing Report

• Return to the Upload Billing Report popup.
• Platform and medium field will be disabled in a popup while uploading template.
• Drag and drop the completed Excel file into the upload field.
• Click Submit.

Processing & Notifications

• The file may take a few minutes to process.

Notifications:

• Success → Uploader will receive an email confirmation.
• Error → Uploader will receive an email with error details.

Viewing Uploaded Billing Lines

• Once upload is complete, return to the Claim Page.
• Select Print from the dropdown.
• The uploaded billing lines will appear (e.g., two rows = two billing lines).

8. System Behavior

• The uploaded Print data is pushed directly to SMD.
• You do not need to manually push it.
• It will not appear on the Push screen.
• The billing line is automatically moved to the Summary Page.
• Status will be set to Financial and the line will be locked.