Add monthly invoicing to ad account

It is important to be accountable in all situations (especially when it comes to money)

The same goes for your Facebook ads as well.

That’s the reason I have made a habit of fetching my Facebook ad receipts ( invoices ).

It helps me stay well organized and accountable on the financial front.

I wish the same for you and hence writing this article to let you know the whereabouts of Facebook ad receipts (invoices).

Let’s dive in right away.

What is a Facebook advert receipt?

A Facebook advert receipt is a receipt that Facebook generates on running your Facebook ads.

It contains details of your transaction like:

• Ad account ID

• Tax invoice ID

• Date

• Payment method

• Transaction ID

• Product type

• Amount spent,

• Reason for billing,

• Campaigns on which money spent, and

• Results from your ads

Where is the billing section in the Facebook ads manager?

You need to be an admin of the account to access the receipts and manage billing information.

To reach the Billing section, follow these steps:

• Open your Facebook ads manager

• On the left sidebar, click on the hamburger icon

• Select “Billing” from the drop-down menu that appears

• Select your ad account for which you wish to view the information

• This loads your payment screen and shows the details of all the transactions in a tabular format

The table of transaction details has the following columns:

• Transaction ID when clicked, lets you see the transaction details online

• Date of processing your transaction 

• Amount of the transaction, excluding the taxes

• Payment method used

• Payment status  can be either:

  • Paid: It is the amount spent on your ads.

  • Funded: It is the amount added to your ad account.

• VAT invoice ID,  VAT applied to your transaction 

• Download lets you download the individual receipt.

You can also filter these transactions using parameters like:

• Date,

• Payment status,

• Amount,

• Payment method,

• Billing reason,

• Reference number,

• Transaction ID,

• Campaign name,

• Ad set name,

• Campaign ID, and 

• Adset ID

Variation in clicks/impressions value

You may notice a difference in the number of clicks/impressions your ad received in actuality vs. your payment receipt.

The reason is that the ads manager shows the total number of clicks or impressions that your ad received. Whereas, your payment receipt shows the actual number of clicks or impressions you were charged for.

 Hence there can be a difference of values between the two. So there is nothing to panic about.

Besides the individual ad receipts (invoices) and summary reports, Facebook also provides ‘Monthly Invoices’.

What are Facebook Monthly Invoices?

Normally, Facebook charges you for your ads, as and when accrued.  

But if your business is eligible for ‘Monthly Invoicing’, you get credit for your ad costs, and Facebook sends you a monthly invoice for it.

This reduces your number of monthly invoices by grouping them all into a single bill.

How do you apply for Facebook’s Monthly invoicing?

To apply for Facebook’s monthly invoicing, you must satisfy the following criteria:

• You must be an Admin/ Finance Editor of a Business Manager

• Your ad spent for the last 3 months should have been a minimum of $10,000 per month 

You can apply for monthly invoicing in 2 ways:

1. For Business Manager Home Page, follow the below steps: 

   • Go to your Business Manager Home page.

   • Find the “Now You Can Apply for Monthly Invoicing” section.

   • Click on “Get Started”.

   • Fill in all the required details.

   • Click on “Select File” to submit a company registration or tax document. (It may help speed up the review process)

   • Click on Submit.

2. For Payment Methods section follow these steps:

   • Go to the “Payment Methods” section in your Business Manager.

   • Click on Add.

   • Select the “Add a New Payment” method.

   • In this, select Request Monthly Invoicing.

   • Click on continue.

   • Fill in the required details.

   • Click on “Select File” to submit a company registration or tax document.

   • Click on Submit.

Once Facebook verifies your legal entity, your application gets instantly approved, and you will get a confirmation email for the same.

But if Facebook is unable to verify, it will contact you in 2 business days.

How to add monthly invoicing as a primary payment method?

To avail monthly invoicing, you must meet the following criteria :

• You must be the Admin and a finance editor of a Business Manager

• You must be the Admin of the Ad account

• If you have multiple ad accounts, make sure to switch to the one you want to work on first.

Steps to add monthly invoicing as a payment method to your ad account

1. Go to your Payment Setting in Ads Manager

2. In the Payment Method section, click Add Payment Method.

3. Select Payment Method from Business Manager.

4. Click Continue.

5. Select the monthly invoicing option you want to use and then click Continue.

6. Click Make Primary

This saves “monthly invoicing” as your payment method.

If you wish to change the payment method, you must clear your dues.

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Advantages of Monthly Invoicing

Monthly invoicing entails the following benefits:

• You get 30 days to make payments of your invoice.

• You can set up auto payments linked to your bank account on the set due date.

• When granted access, your partner businesses can avail monthly invoicing.

(This is particularly helpful for agencies)

View and Download Monthly Invoices

If you opt for monthly invoicing, you can view your payment activity and download your invoices in your Business Manager.

Then follow the below steps to download your monthly invoices:

1. Open your Business Manager

2. Go to the “Invoices” section

3. Click the date drop-down menu and choose the date range you’d like to view the invoices.

4. You can then download either individual invoices or download all invoices.

I hope this article has helped you understand :

• What a Facebook Ad receipt is, 

• How to get one, and 

• All about Facebook’s monthly invoicing. 

Now that you know about Facebook Ad receipts and invoicing, stay well organized on the accountability front, and this will surely take you miles.

FAQs about Facebook Ad receipts

Does Facebook provide invoices for ads?

Yes, Facebook does provide invoices for your ads. You can download individual invoices, as well as you can download a summary report.

How do I download the Facebook invoice?

To download your Facebook invoice, visit the "Billing" section (it is in your ads manager). You can download individual receipts for your transaction as well as a summary report.

How to view VAT charges on your Facebook ad receipts?

You can view the VAT charges on your Facebook ad receipts by downloading them. It is next to your payment total.

Abhishek is the founder of Integrately, CompanyHub, and Dreamwares. He is passionate about technology and entrepreneurship. He is always looking to leverage technology for the growth of the business. He has a deep understanding of how businesses work and uses this knowledge to build products that help entrepreneurs grow their businesses.

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