# 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.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.impact.com/agency/readme/finance/set-up-automatic-payments-as-an-agency.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
