Use this lesson to:
- Change your payment method across multiple ad accounts/Pages in Business Manager
- Set up an employee or team member as a Finance Editor or Finance Analyst
- Recognize how to view and download receipts or invoices for ad charges
With Business Manager, you can manage your payment options, set up finance management roles with team members and view your ad charges. In this training, we’ll go over each of these topics to help you track and manage financial activity related to your Facebook ads.
Centrally manage your payment methods through Business Manager
In Business Manager, you can manage multiple ad accounts and/or Pages under one centralized platform. When you add a payment method in your Business Manager, you can use it across all ad accounts that are connected to your Business Manager account.
After you’ve added your payment method from Business Manager, make it the primary payment method of your ad account to use it to pay for your ads.
1. Go to the Billing section of your Business Manager. You can also access this if you go to the Business Manager menu in the top left navigation. Underneath the Settings section, click Billing.
2. If you have multiple ad accounts, choose which ad account you want to work on in the top-left drop-down.
3. Click the Payment Settings button.
4. In the Payment Methods section, click Add Payment Method.
5. Select the payment method type you want and follow the instructions to add your payment method.
Use monthly invoicing to get billed on a monthly basis
If you use Business Manager to manage ad accounts and Pages, you may be eligible to apply for monthly invoicing as a payment method. Your Business Manager account first needs to be pre-approved by Facebook before you can apply. You’re typically eligible for monthly invoicing if you meet these two conditions:
- Your business has a Facebook Account Representative.
- You’ve spent over $10,000 USD per month in the past 3 months.
If you’re eligible, you’ll receive a notification in Business Manager to complete and submit an application for monthly invoicing. If you’re approved, learn how to add monthly invoicing as a payment method.
When you select monthly invoicing as your payment method, you’ll receive invoices during the first week of each month for whatever your account(s) spent in the previous month. You’ll have 30 days to pay them from the day the invoice was issued. This can help provide more time to pay for ads and also reduce the number of transactions you incur each month. Invoices can be paid by bank transfer or check (available only in the US) to the Facebook bank account that’s listed on each invoice.
If you are late on a payment, your ad campaigns may be paused until payment is made.
Learn more about how to View and Manage Monthly Invoices.
Set up or add team members for finance management
To share your account’s billing and payment information with a team member, partner or agency, you can add finance management roles to your account. This allows you to grant edit or view access of your account’s finance details to someone else.
There are two types of finance management roles that you can set up: finance editors and finance analysts. A Finance Editor can view and edit financial details about your business, such as transaction information, account spending, and billing methods. A Finance Analyst can only view finance details about your business but doesn’t have permission to make any changes.
|Finance Editor||Finance Analyst|
|Filling out credit card information||Edit||N/A|
|Financial details and contact information about a business||View and Edit||View|
|Transaction information (invoices)||View and Edit||View|
|Invoice Groups||View and Edit||View|
|Account spending details||View and Edit||View|
|Payment methods||View and Edit||View|
View, download or share a summary of your ad charges
If you’re a Finance Editor or Finance Analyst for your ad account, you can get a summary of your ad charges through billing receipts or invoices, depending on your payment method type.
If you use an automatic or manual payment method, you can access or download receipts in the Billing section of Business Manager to get a summary of your ad charges.
To access or download receipts:
1. Go to the Billing section of your Business Manager.
2. Click on the Transaction ID to access your receipt. To download a receipt, click on the Download button.
If you use monthly invoicing as your payment method, you can view past transactions, download individual invoices or share billing reports when you go to the Billing tab of Business Manager.
To access transactions or download invoices and share billing reports:
1. Go to the Invoices section of Business Manager.
2a. To get a PDF version of a specific invoice, click the Download Invoice button.
2b. To get a billing report, click the Create Report button. Your report will be downloaded in CSV format. You can create an Invoice and Campaign report, which shows campaign results for invoiced ad spend, or you can create a Statement of Accounts report, which shows a detailed breakdown of your unpaid invoices.
Businesses also have the option to share or request access to monthly invoices of another ad account to help manage spend. For example, if your business works with an agency or partner to manage your ads, you can share access to your payment setting with another business to let them spend with it too.
To share your monthly invoicing with another business, or to request access to another business’ monthly invoice setting, both your business and the other business must be:
- In the United States, France or Brazil.
- In the same country.
- Managed by a Facebook Account Representative.
Learn how businesses can share or request access to monthly invoicing for an ad account.
Let’s do a quick review of what we’ve covered in the course.