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Navigate billing from manager accounts

If you manage AdWords accounts through a manager account and you've set up consolidated billing, you should use the following directions to understand how to navigate your account. This article will show you how to complete a number of tasks, including viewing transaction history and invoices, creating budgets, and editing billing settings.

View transaction history for a managed account
  1. Sign in to your AdWords manager account.
  2. From the Accounts tab, click the account that you'd like to visit.
  3. Click the gear icon and choose Billing & payments
  4. Adjust the date range as needed to view specific activity on the Transactions page.

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View and create budgets for a managed account
  1. Sign in to your AdWords manager account.
  2. From the Accounts tab, click the account that you'd like to visit.
  3. Click the gear icon and choose Billing & payments
  4. Click the Account budgets link on the left-hand side of the page.
  5. If you want to create a new budget for a managed account, click the +Budget button. You can also edit existing budgets.

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Accessing invoices
  1. Sign in to your AdWords manager account.
  2. From the Accounts tab, click any account that's on consolidated billing.
  3. Click the gear icon and choose Billing & payments.
  4. Click the Invoices link.

The Invoices page shows a summary of budgets from all the AdWords accounts that are combined on this consolidated billing invoice setup. Budgets can't be edited in the consolidated billing view. Visit a particular managed account to do that.

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View and change your billing settings
  1. Sign in to your AdWords manager account.
  2. From the Accounts tab, click any account that's on consolidated billing.
  3. Click the gear icon and choose Billing & payments.
  4. Click the Settings link.

On the Settings page, you can change the settings for your consolidated billing account, including invoice delivery options and invoicing address.

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Find previous billing setups
If your managed account has been converted from a different invoice setup to consolidated billing, you’ll be able to see your past billing data and invoices in the "Billing setup history" section. Here’s how:
  1. Sign in to your AdWords manager account.
  2. Click the gear icon and choose Billing & payments.
  3. Click the Billing transfers link on the left-hand side of the page.
  4. Click the billing account for which you’d like to see past billing data and invoices.
  5. Click the Invoices link on the left to see invoices.
  6. When finished, click Return to current setup in the top right-hand corner.

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Types of access

The pages you’ll see under the gear icon and Billing & payments vary depending on permissions.

  • Someone who uses a manager account with standard and administrative access, and who manages an account under consolidated billing, can access the following pages under the gear icon and Billing & payments: Transaction history, Invoices, Account budgets, Settings, Billing Profile, and Billing setup history (if applicable).
  • Anyone who doesn't access a managed account through the manager account will have view access to the account's transaction history, Account budgets page, and the "Who pays" section on the "Settings" page.
  • Once an account has been moved to a consolidated invoice setup, only whitelisted manager account users will be able to access and edit invoices and account budgets for those accounts.

Tip

Whenever you give your invoice setup a name, make it a memorable one, such as "consolidated billing." This will help you recognize it later when you set up consolidated billing for more AdWords accounts. Visit the Settings link (located under the gear icon and Billing & payments) to edit invoice setup names.

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