Your primary finance contact is the main point of contact for all account billing issues. To set up a primary finance contact, invite the user to your impact.com account and assign them the Finance permission. This gives them access to invoices, payment requests, and financial reporting. Learn how to invite users to your account and to edit access rights.
From the top navigation bar, select your balance → Settings → General.
In the Finance Contacts section, under Primary Contact, either select an Existing Account User or enter the information of a Other Contact.
The primary finance contact automatically receives any documents set up for email delivery. You can override this default on individual documents at any time.
Optionally, add additional finance contacts.
Select Save.
Important: Updating contact details here will not update all contacts in all documents. You will need to update these details directly on each corresponding document's settings page.
