You might need to change the payment profile for your client account to a new one when an advertiser changes or leaves agencies. This process is called a billing transfer. During a billing transfer, all the accounts under the previous payments profile might need to move to a new paying manager account.
This article will help you change the payment profile for your client account.
Change the payment profile for your client account
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Before you begin
- Log in to your current paying manager account with Admin, Standard, or Billing-only access. Next, open your client account to change the payment profile.
- Check if the current paying manager account is linked to both the current and the new payments profile in the “Payments profiles” page. Learn more about payments profile link types and permission.
- To set up a billing transfer when you don’t have the new payments profile linked, you can:
- Reach out to your Google account manager
- Follow the steps for linking payments profiles to your manager account
- Contact us
Instructions
Steps to change the payment profile
- In your Google Ads manager account, from the page menu on the left, click Accounts .
- Click Budgets.
- From the “Payments account” column, select a client account to edit.
- Click Billing transfers, then click the pencil icon and select Change who pays.
- If the icon appears grey, take the following actions:
- Make sure that you are logged in as the account’s paying manager. You can identify the paying manager on the client account’s "Billing settings" page.
- Make sure that both the current and the new payments profile are linked to the paying manager.
- If the icon appears grey, take the following actions:
- Choose a date for the transfer to go into effect, or select As soon as possible.
- Next to “Billing configuration", choose Select existing billing setup or Create new billing setup.
- Select existing billing setup: A new window will open where you can select a new billing setup. You can change the payments profile by selecting a billing setup with your desired payments profile.
- Note: Only payments profiles that are already linked to the manager account will be shown.
- Create new billing setup: You can search for a new payments profile that is already linked your manager account.
- Select existing billing setup: A new window will open where you can select a new billing setup. You can change the payments profile by selecting a billing setup with your desired payments profile.
- Click Save and continue.
- On the “Budget setup” page, enter your budget details.
- Click Save and finish.