Driving the Shift to Monthly Invoicing
Boosting Visibility and Applications Through Onboarding Optimization
Baseline
Monthly Invoicing lets high-spend advertisers run ads using a Meta credit line instead of cards, giving them ongoing budget flexibility and helping Meta reduce processing fees.
My Role: Product design lead
Timeline: 1.5 months
Platforms: Desktop
Disciplines: UX/UI
Tools: Figma
Customer Problem
For high-spend advertisers, nothing is more costly than a paused campaign. By eliminating card failures and funding gaps, Monthly Invoicing delivers continuous capital and seamless campaign execution.
Business Problem
Credit card payments from high-spend advertisers cost Meta about $2.46B annually, a figure expected to grow to $4.2B in the next few years.
Goals
Increasing adoption of Monthly Invoicing is expected to save Meta at least $20M annually. Alongside other initiatives, this will help reduce overall credit card processing fees.
Data Science + UXR Input
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Low adoption is largely a discoverability issue: the application trigger is buried in a low-engagement surface, limiting exposure and reducing funnel entry.
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The application flow introduces unnecessary friction due to excessive steps and unclear fields; UXR findings indicate that combining screens would improve usability and completion confidence.
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The account-selection dialog introduces interaction friction, with many admins encountering difficulty adding their advertising account during the flow.
Final Solution
61%
Increase in conversion
One month after launch
$2.3M
Things I did:
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Collaborate with the Content team to optimize banner copy for stronger value articulation and resonance with high-spend advertisers.
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Partner with cross-functional teams to surface the banner in higher-traffic areas, increasing visibility among high-spend advertisers.