Billing settings overview

💡 This article guides you on how to add and edit Smartly.io billing information for your ad accounts. Note that Smartly.io does not buy the media for you: the billing settings only affect invoices about Smartly.io usage.

ℹ️ Note: Before you can edit an ad account's billing information, you need to connect the ad account to Smartly.io. See Connecting ad accounts for detailed instructions.

ℹ️ Note: You need to be a company admin in Smartly.io to edit billing settings.

Billing settings are located in Company settings. To access billing settings:

1. Click Accounts on the top navigation bar
2. If you have multiple company entities in Smartly.io, find the company you want to edit billing settings for
3. Click the ⚙︎ gear icon on the top right corner of the company information box
4. Click Company settings
5. Click Billing Information

In the Billing Information tab, you can see all the ad accounts that belong to the selected company and edit the billing settings.

Create a new billing entity

ℹ️ Note: Only company admins can add and edit billing entities.

In the Billing Information view, click New to create a new billing entity for an ad account.

Basic information

• Name: Name of the billing entity
• Invoicing Email: Email address where you want to receive invoices
• Invoice Reference (Optional): Provide if you want to use a reference number for your own accounting purposes
• Secondary Invoicing Emails: If you want to the invoices to be sent to more than one email address, provide other emails separated by commas in this field.
  • For example: email1@smartly.io, email2@smartly.io

Company Billing Information

• Company Name: Company name to be used in the invoice
• Address: Company's mailing address
• VAT Number / Tax ID / Business ID: company's tax identification number

Commercial Contact

This section is optional. Here you can provide contact information in case Smartly.io needs be in contact with you about invoicing.

Edit billing information

1. Go to Accounts → Company settings → Billing Information
2. Select the ad account whose billing information you want to edit
3. Select an existing billing entity from the drop-down menu, or create a new billing entity by clicking New.
   • See the instructions above on how to add a new billing entity.