# Create a Billing Group

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**Note:** This functionality is in beta. Contact your CSM or our [support team](https://app.impact.com/support/portal.ihtml?createTicket=true&) if you'd like to test this feature.
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You can create billing groups to help you manage how partner and platform fees are invoiced and paid across your various programs.

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**Important:** You cannot delete a billing group once you've created one.
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#### Create a new billing group

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This feature is only available with specific impact.com editions or add-ons. [Contact us](https://app.impact.com/secure/advertiser/support/customer-support-portal-flow.ihtml) to upgrade your account and get access!
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1. From the top navigation bar, select **your balance** → **Settings**.
2. From the left navigation menu, under *Settings*, select **Billing Groups**.
3. Select **Create Billing Group**.
4. On the *Create Billing Group* screen, complete the billing group information.

   | Field                          | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
   | ------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
   | Name                           | Enter a name for the new billing group.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
   | Legal Entity                   | <p>From the <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media" alt=""> <strong>\[Drop-down menu]</strong>, select a <strong>Legal Entity</strong>.</p><p>The Legal Entity is the party that enters into the formal agreement with partners. It appears as the "From" party on invoices, and its indirect tax details are used to determine whether taxes such as VAT or GST should be applied to transactions. You can view and manage this information from the <a href="create-and-manage-your-legal-entities"><em>Legal Entity</em></a> screen.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
   | Programs                       | <p>Select a program or multiple programs to associate with the new billing group using the <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media" alt=""> <strong>\[Drop-down menu]</strong>.</p><p>You’ll get a set of invoices and one statement of invoices (SOI) per billing group, so you’ll want to create billing groups based on how you want your invoices separated.</p><p>Each program can only be added to a billing group once.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |
   | impact.com Fees                | <p>Select <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-b5e1740618ed6571d97b8fed7c25a7678f85d375%2F299632fb6f4f91fbf9847471754cc6180e4284a65b4960af4c4ea472a159f552.svg?alt=media" alt=""> <strong>\[Checkbox] Use this billing group to pay impact.com fees</strong> if you want to use this billing group's funding account to pay your impact.com subscription fees.</p><p>You will have the option to include the impact.com fees on the SOI document generated for this billing group</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
   | Funding Account                | <p>Use the <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media" alt=""> <strong>\[Drop-down menu]</strong> to link funding accounts to the billing group. Alternatively, you can select <strong>Create Funding Account</strong> to create funding accounts of different currencies to the billing group.</p><p>This account will be used to pay for impact.com and the programs' partner fees associated with this billing group.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
   | Partner Fees Document Settings | <p>Select <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media" alt=""> <strong>\[Radio button]</strong> <strong>Use partner fees document settings of an existing billing group</strong> to clone the settings of an existing billing group to this one. Alternatively, you can <strong>Customize partner fees document settings</strong> for this billing group by selecting <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media" alt=""> <strong>\[Radio button]</strong>. Refer to <a href="manage-general-finance-settings-as-a-brand">document settings</a> to learn more about each of the settings.</p><p><strong>Note:</strong> When you clone document settings for a new billing group, you can edit these settings without affecting the document settings of other billing groups.</p> |
5. Select **Save**.

   * Your created billing group will appear on the *Billing Groups* screen.

   <div data-with-frame="true"><figure><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d000469cc0b2f2051f06674d7e227a268987f2ae%2F656fc210a1704a7a9d70f79e91c9e9961a9f883b8fa56c8cf0b324162fcda4d5.png?alt=media" alt="" width="375"><figcaption></figcaption></figure></div>
