Meta (Facebook/Instagram ads) typically issues several receipts per month: one per charge, not one combined invoice. Payfriend recognises Meta withdrawals in the bank (e.g. FACEBK) and creates a task in Inbox. You do not sign Meta into Payfriend.
These steps follow what you see when you are signed in to Meta with the language set to English. Language follows your Facebook account. If Meta is in another language, the labels differ.
Before you start
Signed in to Payfriend
Access to the Meta ad accounts you pay for (admin is best)
Bank is connected so missing documents can be detected
Use a computer. Receipt download is not in the Meta app
Steps
1. Copy the Payfriend address
Go to Settings → Inbox → Email tab. Copy Payfriend address (bilag+…@inbox.payfriend.io. It is Always on).
Alternatively, connect Gmail or Outlook under Email accounts and use that mailbox instead. See Your Payfriend forward address.
2. Set the receipt email in Meta
Do this for each ad account you pay for.
Screen 1: Ads Manager
Open Meta Ads Manager
Select the right ad account in the account menu at the top (name / account number)
Screen 2: All tools
Click All tools at the top left. It is the tools menu (three lines). A panel opens
Find the heading Advertise
Click Ad account settings
Do not click Advertising settings. That is a different page (campaigns and reporting). You need Ad account settings.
Screen 3: Three tabs
You land on a page with three tabs:
Ad account setup (roles and contact person. This is not where you paste the Payfriend address)
Payment settings (opens Billing & payments. Used in step 4)
Notification settings (this is where you set the receipt email)
Click the Notification settings tab
At the top: Edit email address. Paste the Payfriend address (or the connected mailbox) and click Save
Meta sends a confirmation mail. Open the mail and confirm. Without confirmation, no receipts arrive. If you used the Payfriend address, the mail lands in Inbox
Scroll to the categories. Expand Billing and payments, and turn email on. The choice is saved automatically
You can leave Alerts and updates, Marketing and Experiments as they are.
3. Enable Meta in Payfriend
Settings → Inbox → Meta tab → Enable.
Payfriend then follows Meta withdrawals in the bank and creates tasks when a document is missing.
4. When Inbox asks for a document
Inbox may show a task for Meta + month. Fetch the receipts like this:
Open the task in Payfriend. Choose Open at the supplier
If you land in Ads Manager: All tools → Advertise → Ad account settings → Payment settings tab. That opens Billing & payments
If you have several ad accounts: select the right one under Accounts
In the left menu: Payment activity
Choose the period in the date menu
Under the Action column, click Download on each transaction. For the whole period at once: open Download and choose Download all transactions (PDF)
Back in Payfriend: Upload or drop the files onto the task (several files are OK)
Already booked? Mark as booked elsewhere. The task leaves the queue (history under Filtered)
You can also go directly to Billing & payments.
Receipts that arrive by mail also appear in Inbox and can match the bank.
Several ad accounts
Repeat step 2 on each account you pay for. Accounts the customer pays themselves belong in their books.
Check that it worked
The Meta tab under Inbox shows the channel is on
The Meta confirm mail is accepted
Under Notification settings, email is on for Billing and payments
Meta withdrawals in the bank create Inbox tasks
Receipts can be uploaded on the task
Common issues
Symptom | Cause | Fix |
I am in Advertising settings | Wrong item in All tools | Go back to All tools → Advertise → Ad account settings |
I am on the Ad account setup tab | Contact person is not the receipt email | Switch to Notification settings → Edit email address |
No mails from Meta | Confirm missing, or email off | Confirm the mail, and turn email on under Billing and payments |
Mails don’t reach Payfriend | Wrong address | Use the Payfriend address or a connected mailbox |
No Meta tasks in Inbox | Channel off, or no withdrawals | Meta tab → Enable. Are there Meta withdrawals in the bank? |
Missing old receipts | Payfriend does not pull history | Payment settings tab → Payment activity, download and upload |
Rare: monthly invoicing at Meta
If you pay via monthly invoicing (line of credit, not card):
All tools → Ad account settings → Payment settings tab
Click Accounts, and select the ad account
Under Payment methods, click Edit
Under Additional invoicing emails, add the Payfriend address
Click Save changes, and confirm the mail
For the whole business portfolio: Lines of credit → select the credit line → Business info → Add email.
Next steps
Didn’t find an answer? Message us via in-app chat, or use Contact. We reply on business days.