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Moving credits between your agency and client accounts

Agencies can move Audience and Reveal credits between the agency account and any client sub-organization. Transfers work in both directions.

Transfer credits

  1. Go to Settings → Sub Organizations.

  2. Click Transfer Credits.

  3. Choose the credit type: Audience credits or Reveal credits.

  4. Pick where the credits come from and where they go: parent to client, or client to parent.

  5. Enter the amount and, if you like, a note.

  6. Confirm the transfer.

Sub-Organizations page with the Transfer Credits button and each client's credit balance

Each sub-organization's balance shows in the Credits column of the list.

Check past transfers

Every transfer is logged under Credit transfers with who it was from, who it went to, the note and who made it.

Transfers also show in Settings → Credit Usage as an Agency credit transfer line.