Ad Billing & Invoicing

Streamline Ad Billing and Invoicing Without Losing Accuracy

Reduce friction between systems, speed invoice cycles, and give clients the clarity and professionalism they expect.

The Strategic Challenge

In ad-sales organizations, billing is the last mile of client experience and the first mile of cash. Yet the path from what was sold to what is billed often spans CRM, OMS/ad servers, and finance systems, with different definitions for products, discounts, makegoods, and change orders. When data moves by spreadsheet and approvals live in email, invoices go out late or wrong, disputes increase, and leadership loses confidence in the numbers.

The stakes are high: inaccurate invoices erode trust with agencies and brands, slow collections, and consume finance and RevOps in reconciliation. In a world of multi-channel products and frequent mid-flight changes, billing that isn’t connected to delivery and contract terms becomes a drag on growth.

Our Point of View

Billing and invoicing are not back-office chores; they’re core to commercial credibility. The best organizations establish a single chain of custody from order to delivery to invoice, with governed definitions, clear approvals, and visible exceptions. When the operating model is sound, close cycles shorten, AR becomes predictable, and client conversations focus on value, not paperwork.

After 20+ years helping publishers, broadcasters, streamers, OOH networks, and retail media teams, we’ve learned that the balance of strategy and systems matters. Design the model leaders can live with, then implement it on Salesforce so the process holds at scale.

How V2 Helps

V2 partners with sales, ad ops, and finance to turn billing into a smooth, accurate, and reliable engine for cash. We map the current order-to-cash journey, align decision rights, and standardize how IOs and line items translate into invoiceable units, impressions, sponsorships, fixed-fee, or time-based, so billing reflects reality without manual gymnastics. From there, we wire the systems and approvals so invoice readiness is obvious and disputes are handled with context, not email archaeology.

In practice, our support includes: harmonizing order/line-item structures and change control in CRM; connecting delivery evidence to billable logic; automating invoice generation and credits; introducing exception queues for under-delivery and rate variance; and giving leaders visibility to unbilled/backlog, dispute aging, and DSO. The result is faster cycles, fewer write-offs, and client confidence that strengthens renewal economics.

Integrated Salesforce Solutions

We use Salesforce and connected platforms to enable accurate, scalable billing and invoicing.

Sales Cloud: Structures orders and line items—terms, discounts, and delivery commitments—so every invoice draws from governed contract data. Approval paths and change-order history create a clear, auditable trail from sell to bill.

Mulesoft: Synchronizes Salesforce with OMS/ad servers and your billing/ERP, automating the movement of delivery evidence and invoice details. Reduces manual touchpoints, improves first-pass accuracy, and accelerates time-to-invoice.

Snowflake: Unifies delivery, pricing, and financial data in a governed warehouse that supports validation, reconciliation, and audit. Serves as the backbone for cross-platform reporting and invoice verification at scale.

Tableau: Gives finance and revenue leaders a shared view of billable vs. delivered, unbilled and backlog, dispute drivers, and DSO—turning month-end reporting into daily decision support.

Recent Customer Success: From Disjointed Billing to Finance-Ready Automation

The Business Challenge

A retail-media network spanning eCommerce, on-site display, and programmatic channels faced slow, inconsistent invoicing. Orders were managed in CRM, delivery lived across multiple systems, and billing relied on manual compilation. Invoices often missed change orders and rate nuances, driving disputes and delayed collections. Finance lacked a timely, trusted view of unbilled revenue and cash predictability.

Our Approach & Solution

V2 led a cross-functional effort to design a connected billing model that matched contract terms to delivery evidence. We standardized order and line-item structures in Sales Cloud, established governed approval and change-control, and integrated OMS/ad-server files and ERP with MuleSoft to automate invoice creation and credits. Snowflake became the source of reconciled delivery and pricing data, and Tableau provided leaders with visibility to unbilled/backlog, dispute aging, and DSO trends.

Outcomes: invoice cycles shortened, first-pass acceptance improved, dispute volume declined, and cash became more predictable. Client confidence increased as invoices mirrored contractual terms and delivery with clear, auditable detail.

We’d Be Glad To Help

If billing feels manual, slow, or error-prone, we can help. V2 brings the mix of management-consulting discipline and Salesforce execution to make ad billing and invoicing accurate, auditable, and fast, without adding operational drag.

Reach out below, and we’ll schedule time with your team.

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