Agent Billing Accounts for Campaign Payments

Billing accounts must be created and linked to a payment method before they can be used during campaign publishing.

Billing Types

Office Billing

Campaign charges are billed to the office account.

Agent Billing

Campaign charges are billed directly to an individual agent.

If an office wants agents to manage and pay for their own campaigns separately, each agent requires their own billing account.

Creating a Billing Account

To create a billing account:

Navigate to Account
Select Billing
Add a payment method
Continue to Stripe
Save the billing account

Important

Each agent who will pay for campaigns individually requires their own billing account
A payment method must be attached before the account can be used for campaign publishing
Payment methods displayed during campaign setup are pulled from existing billing accounts
If a billing account is not configured, campaigns may fail during checkout without displaying a clear error message

Setting Up Agent Billing

After the billing account has been created, additional settings can be configured for agent-paid campaigns.

Allowing admins to create campaigns on behalf of agents

If office administrators need to create campaigns while charging them to the agent's payment method, the agent must enable:

✅ Allow admins to create and invoice campaigns on my behalf

When enabled:

Office admins can create campaigns using the agent's billing account
Charges are still applied directly to the agent's payment method

When disabled:

Admins cannot create campaigns using that billing account
The billing option may not appear during campaign creation

Selecting the Billing User during campaign setup

When creating a campaign:

Navigate to Budget and Schedule
Locate Billing User
Select the required agent and payment method

Result

Campaign charges are billed directly to the selected agent
Workspace admin invoices will not include those campaigns

Common Confusion

Admin cannot see campaign invoices

Once agent billing is configured:

Admin invoices will not include campaigns billed directly to agents
Campaign invoices are tied to the billing account selected during campaign creation

Wrong person is being charged

If a customer reports incorrect billing, verify:

Whether the campaign was created using Campaign V1, where agent billing is unavailable
Whether the correct Billing User was selected during campaign setup

Admin cannot select an agent's payment method

Check:

The agent has enabled Allow admins to create and invoice campaigns on my behalf
The agent has an active billing account with a payment method attached