Make a billing transfer for your client account

A billing transfer is the process of changing the payment profile for a client account to a new one when an advertiser changes or leaves agencies. During this process, all the accounts under the previous payments profile might need to move to a new paying manager account.

If the client account stays within your Manager account hierarchy and the new payments profile is already linked to your manager account, you can change the payments profile for your client accounts following the instructions below. If the new payment profile isn't linked to your manager account, you will need to link it first. Learn more about Manager Accounts and Payments Profile linking for customers on Automatic or Manual Payments.
If the client account moves to an external Manager account hierarchy (such as a different agency), you can start the account transfer process without contacting us.

Learn more About payments profiles.

In this article

Before you begin

  • The future Paying Manager needs to be linked to the future Payments profile. Learn more about how to Link you manager account to a payments profile on monthly invoicing. If you continue to experience issues, contact us.
  • You need to be logged in from the current Paying Manager in order to view the option to Change who pays enabled. You can check your account’s current Paying Manager by navigation to the Billing tab and clicking on Settings.
Note: The primary contact listed in the payments profile must approve any changes made to the payments profile. Changes can also be approved by a person using an email address with the same company domain name (for example, person@company.com).

How to make a billing transfer (change who pays)

  1. In your Google Ads manager account, from the page menu on the left, click Accounts Accounts icon..
  2. Click Budgets in the left menu.
  3. From the "Payments account" column, select a client account to edit.
  4. Once in the child account, click Billing transfers in the left menu.
  5. Click the pencil icon or select Change who pays.
    • Note: If the icon appears grey, ensure you're logged in as the account's paying manager (you can identify the paying manager on the client account's "Billing settings" page). Also, ensure that both the current and new payment profiles are linked to the paying manager account. Learn more about how to Link your manager account to a payments profile on monthly invoicing.
  6. Select Internal Billing Transfer or External Billing Transfer.
    • Internal Billing Transfer: Select this option if the future Paying manager is within your Manager account hierarchy.
      • If you selected this option, proceed with step 7.
    • External Billing Transfer: Select this option if the future Paying Manager is a Manager account outside of your hierarchy (commonly used in Agency transitions).
  7. Choose a date for the transfer to go into effect, or select As soon as possible.
  8. 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 an existing billing setup.
      • Note: Only billing setups associated with your manager account (or any manager account below that) are displayed. If the desired setup isn't shown, you will need to verify who's the paying manager for. Note that this will add this account to a consolidated invoice.
    • Create a new billing setup: You can search for a new payment profile that is already linked to your manager account.
  9. Click Save and continue.
  10. On the "Budget setup" page, enter your budget details.
  11. Click Save and finish.

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