PPC – How To – Send a Google or Bing Invoice
Purpose of this How To Guide: Know the way we send Google or Bing advertising invoices to our clients
Applicable to: Social and Paid
Customers: All who advertise on Google or Bing Ads
Timescale: Same day as requested
Introduction
Some of the clients that we work with at SQ Digital opt for a Google or Bing advertising campaign. As all payments made to Google/Bing are taken from a client’s bank account, you will sometimes be requested to send the client a copy of their Google/Bing Invoice.
A client normally requests this directly or a client’s accounts department will contact you or their SQ Account Manager. This is normally an ad-hoc task that can be completed with a short turnaround time.
Not all clients will ask you for a Google/Bing invoice, as we only manage the account for clients we have no obligation to provide them with this information.
You can only generate a Google/Bing invoice for a client at the end of the month.
Time Allocation
Sending a Google/Bing invoice is not considered when planning a clients monthly marketing campaign, meaning that there will be no specific task to log your time against.
You will need to log your time against the most appropriate task in the PPC Management contract for the appropriate client.
This task normally takes between 5-15 minutes to complete and should be logged in the same way as other tasks. As there isn’t a specific task for time to be logged against, make sure that you leave enough detail in the summary when you log your time.
Checking Invoice
After you have generated the Google/Bing invoice we need to ensure that the downloaded PDF is correct as we are handling sensitive, financial information.
Open the invoice and ensure that all the information is correct. This includes Billing Details, Date of the invoice and records of payments received.
Once you have confirmed that the information in the invoice is correct, you need to save the PDF document where you can easily locate it and name it appropriately E.G;
Client Name – May Google AdWords Invoice
Sending Invoice
Once you have confirmed that the information in the invoice is correct, you can now send this on to the client.
Normally, you will send the invoice to the email address that the client used to request the invoice. If there is a different contact email address on file, double check with the account manager.
Respond to the client as you normally would, letting them know that the requested invoice is attached to the email.
Due to changes to Data Protection, from May 25th 2018 we need to ensure that all personally identifiable data related to clients is stored in a secure way. Therefore, you need to ensure that all downloaded documents are deleted from your computer to ensure that we are abiding by Data Protection Guidelines.
Summary
Sending a Google/Bing invoice is not planned into a clients monthly marketing, this is an ad-hoc task that is requested from a client.
Download the invoice, check that all the information in the invoice is correct and then send the invoice on to the client after checking with the Account Manager whether they prefer to send the invoice themselves.
Ensure that all documents are deleted from your computer and log your time against the most appropriate task in the PPC Management contract for the appropriate client.