This article will describe how to apply for invoicing, and if enabled, how to add invoicing to your organization's ad accounts.
Consider reading these articles for more invoicing information:
How to apply for invoicing
Organizations need to apply for invoicing, which can then be applied to any ad account with your organization.
To apply for invoicing, follow these steps:
Organization admins should click on the profile icon on the top right of any screen and select “Organization.”
Move to the “Billing” tab to find useful information for all ad accounts in the org. Each account’s payment method and status are displayed within the “Billing” tab.
In the following example, only credit card payments are enabled.
In the “Organization invoicing” section farther down the page, use the drop-down to compare billing options:
If invoicing is right for you, click the “Inquire about invoice billing” button to find out if your organization is eligible. Remember, your invoicing line of credit is shared among all accounts in your organization, so you only need to do this once per organization, not once per ad account.
A side panel will open, where you’ll be required to enter your planned monthly spend.
Depending on the budget submitted, our system will let you know instantly if you are eligible for invoicing.
Upon learning that you’re eligible, you can apply for a line of credit. To do so, copy your organization ID and then click “Apply for a credit line.” You’ll be taken to HighRadius, the partner Roku uses to manage credit applications and facilitate credit checks. Complete the HighRadius form and submit your application.
You’ll receive an email from HighRadius once your credit application is approved or denied, usually within 48 hours of your application. It can take up to 24 hours from the time you receive your approval email for Roku to update your Invoicing status.
While your application is pending, your organization’s invoicing status will be “Not activated.” After approval or denial, the status will change as follows:
If your application is denied, the status will remain “Not activated.”
If your application is approved, the status will change to “Enabled” and display your approved credit line, your available credit, and your total used.
Note: Be sure to copy your organization ID exactly when applying for your credit line in HighRadius.
How to add invoicing to an ad account
Once you see that your credit line is enabled, you can append your line of credit to ad account(s) within your org.
Note: You cannot revert to credit card payments once invoicing is applied to an ad account.
Follow these steps to apply invoicing to an ad account:
Go to the ad account you want to modify.
Click the profile icon on the top right of any screen, then click “Payment.”
Click “Edit payment method” on the payments page.
On the side panel, select “Invoice billing” to append your line of credit as the ad account’s payment method.
Carefully read the terms regarding changing an existing account from credit card payment. Ensure that you understand the following:
Any active campaigns will be paused for up to 4 days while final charges settle
A final credit card payment is required to clear the account
Once an account moves to invoicing, it cannot return to credit card payments
Note: If you have any active campaigns, your ad account will be paused for up to four days before transitioning to invoicing. Ad accounts with no campaigns or only draft campaigns can begin using invoicing immediately.