Credit Cards

Signing up for Universal Ads

With the launch of self-service payments, Universal Ads now automates payment management for credit card users. You can now manage your credit card details directly within the platform.

After completing your account registration, you’ll be redirected to the Universal Ads Dashboard, where you will be greeted with a welcome message. From there, follow the steps in this next section to enter your payment information.

Managing your billing information

Adding a credit card

Follow these steps to add a credit card to your account:

1. Open the burger navigation menu at the top left of the page.
2. Select Billing & Payments under the Business section.
3. On the Billing & Payments page, click Add Payment Method + and fill in the required fields.
4. After you’ve filled out your credit card details, you will be prompted to assign the credit card to ad account.
   1. Choose the ad accounts you want to link to this credit card.
   2. Click Assign to confirm the credit card assignment.
   3. If you need to change the credit card assignment, you can follow the steps in the next section to re-assign your credit card.

Important: You must complete this step before creating and launching your first ad.

Assigning a credit card

You can assign a credit card to your ad account from either the Billing & Payments page or the Ad Accounts page. However, before assigning a card, you must first add your credit card details on the Billing & Payments page. If you haven’t done this yet, please refer to the previous section (Adding a Credit Card).

1. From the Billing & Payments Page
   1. Open the burger menu (☰) at the top left of the page.
   2. Select Billing & Payments under the Business section.
   3. On the Billing & Payments page, locate your credit card.
   4. Click the three vertical dots (⋮) next to the card to open the options menu. Then select Manage.
   5. Choose the ad accounts you want to link to this credit card.
   6. Click Assign to confirm the credit card assignment.

2. From the Ad Accounts Page
   1. Open the burger menu (☰) at the top left of the page.
   2. Select Ad Accounts under the Business section.
   3. On the Ad Accounts page, select the ad account you want to link the credit card to from the left-hand navigation.
   4. Within the selected ad account, go to the Payment Method section and click Link Payment Method.
   5. Select the appropriate credit card. Then click Link to confirm the assignment.
       

Unassigning a credit card

You can unassign a credit card from your ad account from the Ad Accounts page. Please follow the steps below to unassign the credit card before proceeding to the next section (Removing a Credit Card).

1. From the Ad Accounts Page
   1. Open the burger menu (☰) at the top left of the page.
   2. Select Ad Accounts under the Business section.
   3. On the Ad Accounts page, select the ad account you want to link the credit card to from the left-hand navigation.
   4. Within the selected ad account, go to the Payment Method section and click the three vertical dots (⋮) next to the card to open the options menu. Then click Remove. This will unassign the associated credit card to this ad account.
   5. If you’d like to assign a different card, click on the Link Payment Method button. Select the new card and click Link to confirm the assignment.

Removing a credit card

Follow these steps to remove a credit card from your Universal Ads account. Before deleting a credit card from your organization, ensure it is unassigned from all linked ad accounts and that a replacement card has been selected for each. Refer to the previous section (Unassigning a Credit Card) for instructions on how to unassign the card before proceeding with removal.

1. Open the burger navigation menu at the top left of the page.
2. Select Billing & Payments under the Business section.
3. On the Billing & Payments page, locate your credit card and click the three vertical dots (⋮) to open the options menu.
4. Click Delete to begin the removal process.
5. A warning message will appear, notifying you that any outstanding balance will be charged to the card. To confirm, click Delete again.

Line of Credit

To set up billing via a line of credit, please reach out to your Universal Ads account representative or reach out to the team at support@universalads.zendesk.com.

Up Next:

• Ad Account Overview
• Invite and Manage Team Members
• Create a Campaign