> For the complete documentation index, see [llms.txt](https://help.impact.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.impact.com/agency/zh/what-would-you-like-to-learn-about/finance/manage-document-settings-as-an-agency.md).
# 作为代理机构管理文档设置
您的 **文档设置** 是您管理合作伙伴收到的付款请求文档以及您的月度账单中所列详情的地方。
#### 管理您的文档设置
1. 在左侧导航栏中选择  **\[菜单] → 财务**.
2. 在左侧导航菜单中，选择 **设置 → 文档设置**.
3. 进行您想要进行的更改。
* 查看 *文档设置参考* 下方表格，了解各字段的更多信息。
4. 选择 **保存**.
文档设置参考
| 设置 | 说明 |
| ----------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **常规** | |
| 始终在文档上显示货币代码 | 选择  **\[复选框]** 以显示付款支付或收款所使用的货币代码。 |
| 在文档中包含中文、日文和韩文字体 | 选择  **\[复选框]** 以确保显示所列语言的字符和字体。 |
| 主要联系人 | 选择应列在生成的发票、预测摘要和对账单上的联系人。您可以选择现有的账户用户联系人，或添加新的联系人。 |
| 其他联系人 | 请根据邮件发送规则指定将接收这些资料的电子邮件地址。 |
| **impact.com 发票** | |
| 供应商代码 | 您可以指定贵组织的供应商代码，以确保其显示在发票上。 |
| 发送电子邮件给财务联系人 | 选择  **\[复选框]** 如果您想将发票通过电子邮件发送给联系人。 |
| 备用账单地址 |  **\[开启切换] 备用账单地址** 以指定默认选项之外的其他账单地址。 |
| **合作伙伴发票** | |
| 文档标题 | 选择您希望合作伙伴发票的名称： **税务发票** 或 **收件方创建的税务发票**. |
| 显示的文档日期 | 指定添加到发票上的日期应为其生成日期还是上一个月的最后一天。 |
| 到期日说明 | 这将显示在合作伙伴发票的到期日部分，例如“净 45 天”。 |
| **资金文档** | |
| 您希望如何为您的账户充值 | 选择您希望如何为账户充值， **基于发票** 或 **基于未来成本**. |
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## 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, and the optional `goal` query parameter:
```
GET https://help.impact.com/agency/zh/what-would-you-like-to-learn-about/finance/manage-document-settings-as-an-agency.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
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.