Finance Settings Overview for Brands

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Finance Settings enables you to assign a financial contact or set invoice settings for multiple billing groups, set up automatic payments, and more. Learn about your finances and billing with impact.com.

Access your finance settings

1. From the top navigation bar, select your balance → Settings.
2. Under Settings, select the setting you want to set up or update. Refer to the Finance settings section below for more information.

Finance settings

General

The general settings allow you to select a few global financial settings for your brand, including your primary finance contact.

Learn more about your General Finance Settings.

Legal Entities

You engage with your service providers (like partners and impact.com) through a legal entity. This is where critical information related to your legal entity is shown, including your indirect tax information (e.g., VAT or GST).

Learn how to create and manage legal entities.

Billing Groups

Billing groups enable you to invoice partner costs from different programs separately. Manage your billing groups and document settings for each billing group here.

Learn how to:

• Manage impact.com Fees Document Settings
• Manage Partner Fees Document Settings

Funding Accounts

View your funding account's details. You can also update your funding account's name. Refer to for more information.

• You can rename a funding account.
• If you fund your account based on upcoming costs, then you may be able to use the Payment Request Form (PRF). You can adjust your PRF settings in the Funding Account Document Settings.

Payment Methods

View details for any credit cards linked to your account or replace them by navigating to the Payment Method screen.

Note: Linking credit cards and making ad-hoc credit card payments is only available for brands with accounts in specific currencies. Learn more about depositing funds into your account.

Automatic Payments

For more information on how to set up automatic payments and manage direct deposits, view Set Up Automatic Payments. The article covers settings for the following:

• Making an ACH payment
• Setting up direct deposits
• Setting up automatic account funding payments