Track Orders, fees, and invoices

What Financials reports

Financials is the buyer workspace report for confirmed Orders and Tap fee invoices. It does not replace the supplier media invoice. Suppliers continue to invoice and collect their own media charges directly.

Choose a month, quarter, year, or custom date range. Use the previous and next controls to move the selected period. A custom range must be valid and cannot exceed the maximum range shown by the page.

Read the overview

The overview shows:

• Media spend: confirmed Order spend in the selected period.
• Tap fees: booking fees associated with those confirmed Orders.
• Amount due: open Tap fee invoices awaiting payment.
• Paid: Tap fee invoices paid in the period.

Order filters affect the Order-derived media and fee totals. Invoice totals remain workspace-wide for the reporting period, so filtering to one Brand does not hide an unrelated open invoice.

Review confirmed Orders

Switch to Orders and filter by Brand, media type, or supplier. Search by Order, campaign, Brand, supplier, property, medium, or source.

Each row shows the confirmed commercial snapshot, including media spend, Tap fee, total approved amount, supplier, Brand, flight, and source. Open the Order to return to its Plan or supplier Deal context.

The Tap fee shown during Order review is quoted before send and locked at the Order boundary. If the fee changes before send, Tap requires another review instead of silently accepting a different amount.

Review fee invoices

Switch to Invoices and search by invoice number, period, or status. Available states are:

• Draft: the invoice is still being prepared. A link may not exist yet.
• Open: payment is due. Financials shows an overdue treatment when the due date has passed.
• Paid: payment has completed.
• Void: the invoice was cancelled.
• Uncollectible: the invoice was written off.

Use the hosted invoice link to review or pay an open invoice when it is available. Use the PDF link to download the invoice document. Tap accepts only safe HTTPS invoice links before showing them.

Understand fee-free spend

A confirmed Order can have a fee waiver or a zero-fee period. Financials reports fee-free media spend separately while preserving the confirmed media amount. A zero Tap fee does not mean the supplier media invoice is paid.

Fix common problems

• No Orders: confirm the reporting period includes booked weeks and clear Brand, media, supplier, and search filters.
• No invoices: invoices are separate from confirmed Orders and may not have been issued for the period.
• Invoice link unavailable: a draft link appears when ready. For another state, contact Tap support if the link should exist.
• Payment required blocks the workspace: a teammate with billing access must update the organization subscription in Settings. Subscription billing is separate from Tap fee invoices.
• Report error: retry the report. Previous results may stay visible while a refreshed query is loading.

Related guides

• Review supplier Deals and opportunities
• Review Avails and Orders
• Manage buyer settings