[Beta] Manage Billing Groups & Funding Accounts as a Brand

Once you've created a billing group, you can edit the programs associated with the billing group, edit or create a new funding account, and update the document settings associated with the billing group.

Edit a billing group

This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access.

1. From the top navigation bar, select your balance → Settings.

2. From the left navigation menu, under Settings, select Billing Groups.

3. Hover over the billing group you want to edit, then select [More] → Edit.

4. Update your billing group by changing the name, adding more programs, opting to pay your impact.com fees from this billing group, and changing or creating a new funding account.

   • If you add a program associated with another billing group, it will automatically be removed from the other billing group.

5. Select Save.

Edit a billing group's document settings

This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access.

1. Hover over the billing group you want to edit, then select [More] → Partner Fees Document Settings or impact.com Fees Document Settings.

2. Make your changes.

   • Refer to Manage Partner Fees Document Settings and Manage impact.com Fees Document Settings for more information.

3. Select Save.

Rename a funding account

This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access.

1. From the top navigation bar, select your balance → Settings.

2. From the left navigation menu, under Settings, select Funding Accounts.

3. Hover over a funding account you want to rename and select [More] → Edit.

4. Enter the new name and select Save.