# Set Up Automatic Payments as an Agency

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 → Automatic Payments**.
3. In the top-right corner, select **Edit**.
4. Select ![](https://1033662419-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FokTNfAIjBtFchXJ9pC2q%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media) **Automatically fund my account**.
5. Fill in the requested information

   |                          |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
   | ------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
   | **Information Title**    | **Description**                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
   | Forecast Window          | Enter how many days into the future Impact should predict the funding your account will require.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
   | Check my account funding | Select how often (daily or weekly) Impact should check to ensure your account will have enough funds to cover your payouts.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
   | Payment Threshold        | <p>Select <img src="https://1033662419-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FokTNfAIjBtFchXJ9pC2q%2Fuploads%2Fgit-blob-b5e1740618ed6571d97b8fed7c25a7678f85d375%2F299632fb6f4f91fbf9847471754cc6180e4284a65b4960af4c4ea472a159f552.svg?alt=media" alt=""> if you want to place a cap on how much money Impact can automatically fund your account before we request approval. Should the funding amount exceed the <em>Payment Threshold</em>, you will receive an email to approve the funding amount.</p><p>If you enable this setting, enter the funding Payment Threshold and select which Impact account user will receive the email.</p> |
   | Authorize                | <p>Select <img src="https://1033662419-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FokTNfAIjBtFchXJ9pC2q%2Fuploads%2Fgit-blob-b5e1740618ed6571d97b8fed7c25a7678f85d375%2F299632fb6f4f91fbf9847471754cc6180e4284a65b4960af4c4ea472a159f552.svg?alt=media" alt=""> to give Impact the authorization to automatically make withdrawals from the bank account you enter details for below.</p><p>You <strong>must</strong> select this box to enable Automatic Payments.</p>                                                                                                                                                                              |
   | Your Name                | Enter your name.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
   | Account Holder           | Enter the account holder's name as listed with the financial institution.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
   | BSB                      | Enter one of the following codes as they pertain to your bank account: BSB, Routing Number, IFSC, Transit Number, or SORT Code.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
   | Account Number           | Enter the bank account's account number.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
   | Account Type             | Select whether the bank account is a **Checking** or **Savings** account from the drop-down menu.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
6. Select **Save**.

Once you've successfully set up Automatic Payments, Impact will only notify you of an automatic payment request if the requested amount is above your Payment Threshold. Payments usually take 3-5 business days to process.

You can also manage the settings listed below once Automatic Payments are successfully set up.
