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This help center content is for DFP sales management, which might not be enabled in your network.

Configure available billing sources

Learn about how to limit your DFP network to only some billing sources

DFP admin content This article is for DFP administrators or roles with similar permissions

As a DFP administrator, you can configure which billing sources are available for salespeople to use in proposals and which value will be initially selected as the default for newly created proposals. These setting also apply to newly created companies. Limiting which billing sources are available and specifying initial defaults reduce the possibility of error and ensure that only sanctioned billing sources are used in your network.

To configure billing sources available

  1. Click the Admin tab.
  2. In the left nav, click Sales.
  3. Select the billing sources that will be enabled in your network.
  4. For each enabled billing source, select which billing schedule or caps and rollover options that will enabled.
  5. Set the default value for billing schedule or caps and rollover options. This value will be preselected for all new proposals.
  6. Set the default billing source. This value will be preselected for all new proposals and companies.
  7. Click Save.

You must have at least one billing source enabled and at least one billing schedule or caps and rollover option for each enabled billing source.

If you try to disable one of the billing sources, or one of the billing schedule or caps and rollover options available, which is already set for one of your existing companies, you'll need to change this setting of the affected companies to a setting consistent with the enabled billing sources, billing schedules, or caps and rollover options before you can save.

Proposals that have set one of the billing sources, or one of the billing schedule or caps and rollover options available, are not affected. If you disable one of these here, proposals will continue to use their respective settings through their lifespan. This setting will only restrict future proposals.

Options available to configure billing sources

Billing sources you can enable or disable:

  • Contracted
    Billing schedules you can enable or disable:
    • Prepaid
    • End of the campaign
    • Straightline
    • Prorated
  • Actual (DFP volume)
    Caps and rollovers you can enable or disable:
    • No cap
    • Capped cumulative
    • Capped per billing cycle
    • Capped cumulative per billing cycle
    • Capped with rollovers per billing cycle
  • Actual (third-party volume)
    Caps and rollovers you can enable or disable:
    • No cap
    • Capped cumulative
    • Capped per billing cycle
    • Capped cumulative per billing cycle
    • Capped with rollovers per billing cycle
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