AudienceView Connect

Utilities Offers-Offer Invoice Page

The following image illustrates the Utilities application Offers|Offer Invoice page:


The Offers|Offer Invoice Page

Once a query is selected from the Offers|Query Select page, you can search for the desired offers that you want to invoice by entering criteria in the fields in the Offer Invoice group box. Once the query is run, the resultant list of offers is displayed in the Select Offers group box. You can select some or all of the offers displayed to invoice the associated customers for the contents of the selected offers.

Invoices are able to be emailed to the customers or printed off for direct mailing. If printed, you can designate a printer for the invoices.

Selecting the General Offer Invoice query will enable the following properties on the Offers|Offer Invoice page:

Field Description
Customer Number Enables you to filter the search based on the a range of customer numbers.
Start Date Enables you to filter the search based on a range of dates in which the offer began.
Enter the date or relative date in the field or select a date by clicking or next to the field.
For more information, refer to Using a Calendar to Add a Date and Using Relative Dates and Times.
End Date Enables you to filter the search based on a range of dates in which the offer will end.
Enter the date or relative date in the field or select a date by clicking or next to the field.
For more information, refer to Using a Calendar to Add a Date and Using Relative Dates and Times.
Promo Code Enables you to filter the search based on any promotional codes included in the offer.
To add additional fields, click or press CTRL+TAB once you have made an entry.
Offer Name Enables you to filter the search based on the name of the offer.
To add additional fields, click or press CTRL+TAB once you have made an entry.
Contact First Name Enables you to filter the search based on the contact's first name.
To add additional fields, click or press CTRL+TAB once you have made an entry.
Contact Last Name Enables you to filter the search based on the contact's last name.
To add additional fields, click or press CTRL+TAB once you have made an entry.
Page Size Enables you to specify the number of records to display per page returned in the results.
Search Type Enables you to choose the appropriate type of matches you are expecting:
  • Match Any: When you want to search for records containing one or more of the search terms you selected.
  • Match All: When you want to search for records that contain all of the search terms you selected.