# Manage Document Settings as an Agency Your **Document Settings** are where you manage the details found on the payment request documents received by partners and on your monthly statements. #### Manage your document settings 1. From the left navigation bar, select ![](https://1033662419-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FokTNfAIjBtFchXJ9pC2q%2Fuploads%2Fgit-blob-2353e6dbc5652c0304edc7da554b01277ad88839%2F380bebd18697484deff243a63d0ed3fda5b8b3ae7a5d1da26278c64764d33cd9.svg?alt=media) **\[Menu] → Finance**. 2. From the left navigation menu, select **Settings → Document Settings**. 3. Make the changes you want to make. * View the *Document settings reference* table below for more information on the various fields. 4. Select **Save**.
Document settings reference | Setting | Description | | ------------------------------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **General** | | | Always reflect currency code on documents | Select the ![](https://1033662419-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FokTNfAIjBtFchXJ9pC2q%2Fuploads%2Fgit-blob-b5e1740618ed6571d97b8fed7c25a7678f85d375%2F299632fb6f4f91fbf9847471754cc6180e4284a65b4960af4c4ea472a159f552.svg?alt=media) **\[Checkbox]** to reflect the currency code in which the payments are made or received. | | Include Chinese, Japanese and Korean font on documents | Select the ![](https://1033662419-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FokTNfAIjBtFchXJ9pC2q%2Fuploads%2Fgit-blob-b5e1740618ed6571d97b8fed7c25a7678f85d375%2F299632fb6f4f91fbf9847471754cc6180e4284a65b4960af4c4ea472a159f552.svg?alt=media) **\[Checkbox]** to ensure characters and font from the listed languages are shown. | | Primary Contact | Select the contact person who should be listed on the generated invoice, forecast summary, and statement. You can select an existing account user contact or add a new one. | | Other Contacts | Specify email address(es) that will receive the artifacts according to emailing rules. | | **impact.com Invoices** | | | Vendor Code | You can specify your organization's vendor code to ensure that it appears on the invoice. | | Email to Finance Contacts | Select the ![](https://1033662419-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FokTNfAIjBtFchXJ9pC2q%2Fuploads%2Fgit-blob-b5e1740618ed6571d97b8fed7c25a7678f85d375%2F299632fb6f4f91fbf9847471754cc6180e4284a65b4960af4c4ea472a159f552.svg?alt=media) **\[Checkbox]** if you want to email the invoices to contacts. | | Alternate billing address | ![](https://1033662419-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FokTNfAIjBtFchXJ9pC2q%2Fuploads%2Fgit-blob-d0b6669ae76a7bef06a8d6940d7ad5c16bb8d018%2F7cb018d4face8d7cceb880eb5086c812e764fbcfe6f2a0377f88bc7576973070.svg?alt=media) **\[Toggle on] Alternate billing address** to specify an alternative billing address other than the default option. | | **Partner Invoices** | | | Document Title | Select what you want your partner invoice to be called: **Tax Invoice** or **Recipient Created Tax Invoice**. | | Document Date Reflected | Specify whether the date added to the invoice should be the date it was generated or the last day of the month before. | | Due Date Description | This will reflect in the due date section of the partner invoice e.g. "net 45 Days". | | **Funding Documents** | | | How do you wish to fund your account | Select how you'd like to fund the account, **based on invoices** or **based on upcoming costs**. |