In Display & Video 360, billing profiles control how your invoices are created and sent. Admin users can manage billing profiles at either the partner or advertiser level. You can use one billing profile for multiple advertisers.
This guide will show you how to edit billing profiles in your advertiser settings, but you can also make changes in your partner settings. Be aware that any changes you make to a billing profile will affect all the advertisers using it.
Before you start
How to choose a billing profile
To choose which billing profile to use, you need to know your organization name, bill-to address, tax ID, currency, and invoice options. If you don’t have this information, ask the billing contact at your company, for example, Accounts Payable or Media Buyer.
Carefully confirm your billing profile settings
Carefully review your billing profile settings and confirm they're accurate. Choosing the wrong billing profile can cause delays in billing and increase the risk of account suspension.
About default billing profiles
When Display & Video 360 was first set up for your business, the support team created a default billing profile based on the information provided. You can modify this default billing profile at any time or create new billing profiles.
Select a billing profile for a new advertiser
When you create an advertiser in Display & Video 360, you'll select a billing profile with the organization name responsible for payment and the currency to use for your invoices and payments. Note: Advertisers in France must select a billing profile that's compliant with the Sapin Law. For help, contact billing support.
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Find the "Billing profile" section, then click Edit
. The "Select billing profile" page opens. Choose one of 2 options:
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If you want Display & Video 360 to suggest a billing profile, select Use suggested billing profile. If the billing profile isn't correct, select Browse billing profiles to choose another one.
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To choose from all available billing profiles, select Browse billing profiles. A list of available billing profiles opens.
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Carefully confirm the organization name and billing details of the profile. To review billing profile settings, click the billing profile name.
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Click Billing summary, find the "Settings" section, then click Manage settings.
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In the "Payments profile" section, confirm the organization name.
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In the "Payments account" section, confirm the bill-to address to use on invoices. Confirm the right contacts are listed after "Email invoice delivery" and "Mail invoice delivery".
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Click Details, then confirm the purchase order (PO) and invoice settings.
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Check the purchase order next to "Billing Profile PO".
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Check the invoice and fee grouping level next to "Invoice level" and "Invoice detail level".
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Check "Invoice split level" to confirm whether platform fees and media fees are split into separate invoices.
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- Click Apply to associate your advertiser with the billing profile.
- Finish filling in the rest of your new advertiser's settings, then click Create. Your advertiser is created and future invoices will be billed using the settings of the billing profile you selected.