Finance Settings Overview for Agencies

Your Finance Settings are where you can assign a financial contact, set invoice settings, and more.

Find your finance settings

1. From the left navigation menu, select [Menu] → Finance.

2. From the Finance navigation menu, select Settings → the group of settings you want to manage.

Setting	Description
Legal Entities	Manage and edit your legal entities information such as billing address and tax information.
Billing Groups	Manage your billing groups here. You can edit the name and funding account or view document settings through this screen.
Funding Accounts	Manage your funding accounts here. Edit the name and see what currency and billing groups they belong to.