Depending on the specific billing options for your account, you may have the option to transition to monthly invoicing directly within your account. Follow the steps below to start your transition.
On this page
Before you begin
There are 2 transition options available. If you have already contacted support and received the email titled “Finalize your switch to Monthly Invoicing”, learn how to Complete the transition to invoicing directly within your Google Ads account.
All accounts being upgraded will be linked to a manager account, which becomes your "paying manager". To manage billing and payments moving forward, you must log in directly through this manager account rather than individual accounts.
Instructions
- Go to the Summary within the Billing menu
.
- Locate the prompt to switch to monthly invoicing and select Get Started to open the side-bar application page.
- Choose an existing manager account you have Admin access to, or enter a name to create a new manager account.
- Note: All transitioned accounts will be automatically linked to this manager account.
- Select the Google Ads accounts you wish to upgrade.
- Ensure you select all accounts to avoid suspension.
- Set the budget details for your accounts. This will be the same budget in each account, you can change it later.
- Budget amount: You can set a specific amount or have an unlimited budget.
- Budget dates: Start and end date of the current budget. The start date should be on or after the transfer date.
- Budget name: Name of the current budget. This name will also appear on this account’s invoices.
- Purchase order (optional): If necessary, add a PO number to be displayed on this account’s invoices.
- Select Next.
- Review the "Organization Name" and "Address" to confirm the details are correct.
- If your organization details need to be changed, reach out to the dedicated Support team for assistance.
- Select your document type and upload proof of business registration, such as tax ID documents.
- Review all information in the "Confirmation" step and select Submit.
.Next steps
- Application status: After submitting, you can track the status of your request through the upgrade card on the “Billing Summary” page.
- “In-progress/Under Review”: Your application is being reviewed by our team.
- "Action Required": If document verification fails, you’ll be notified to review the details and re-upload documents that match your Payments profile.
- Accepting the Master Service Agreement (MSA): After the application is approved, you’ll be granted a credit line. To finalize the upgrade, you must review and accept the Master Service Agreement (MSA) sent through email.
- Completion: Following MSA acceptance, your accounts will transition to monthly invoicing. You’ll find a success message and an email notification confirming the transfer of accounts to the new setting.
Frequently asked questions
Only manager accounts where you have Admin access will be displayed in the selection list. If you have "Standard" access or no access to that specific MCC, it’ll not be displayed.
Consider the following:
- Verify login credentials: If you have Admin access but can’t find the account, you may be logged in with a different email address. Log out and log back in with the correct email before continuing.
- Request access: If you don’t have Admin access but wish to use that manager account to transition, ask the current Admin users to grant you the necessary access.
If you’re experiencing issues with the transition, review the following scenarios:
- If the "Get Started" button is greyed out or you encounter a technical error, contact us.
- If you need to use a different Payments profile (for a different organization) than the one listed, contact us for assistance.
- Ensure you’ve completed the "Advertiser verification" process. After the verification is complete, the option to transition will become available.
The bulk selection list only displays accounts that share the same Payments profile and currency, and where you have Admin access. If you have other accounts that use a different payments profile or currency:
- Complete the transition for the current group of accounts first.
- Log in to one of the remaining accounts.
- Start the transition process for that specific profile or currency group.
The handling of your remaining balance depends on whether your account has a credit or an outstanding amount:
- Positive balance: Any leftover funds from payments or credits will be automatically refunded to your original form of payment. Note that promotional offers and certain adjustments are excluded from refunds. Refunds take 2 weeks for Google to process, and additional time for your credit card company or bank to process the transaction.
- Negative balance: If you have an outstanding balance at the time of the transition, the amount will be charged to your primary form of payment within 30 days.
