# Finance Settings Overview for Brands

<a href="https://pxa.impact.com/student/activity/1087833?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=con-250&#x26;utm_campaign=help-center" class="button primary">Take the PXA course</a>

*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](/brand/what-would-you-like-to-learn-about/platform-features/finance/finance-explained-for-brands.md).

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2F866CCu7rA3iXKWV3jEd0%2Fcon-250-1.mp4?alt=media&token=29516682-c336-41aa-9596-a338ea3059f8>" %}

#### Find your finance settings

1. From the top navigation bar, select **your balance** → **Settings**.
2. From the left navigation menu, under *Settings*, select the setting you want to change.

#### Settings options

<details>

<summary>General</summary>

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](/brand/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/manage-general-finance-settings-as-a-brand.md).

</details>

<details>

<summary>Legal Entities</summary>

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](/brand/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/create-and-manage-your-legal-entities.md).

</details>

<details>

<summary>Billing Groups</summary>

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](/brand/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/manage-impactcom-fees-document-settings.md)
* [Manage Partner Fees Document Settings](/brand/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/manage-partner-fees-document-settings.md)

</details>

<details>

<summary>Funding Accounts</summary>

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](/brand/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/beta-manage-billing-groups-and-funding-accounts-as-a-brand.md#rename-a-funding-account-0-2).
* 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](/brand/what-would-you-like-to-learn-about/platform-features/finance/add-funds-to-your-funding-account/manage-funding-account-document-settings-as-a-brand.md).

</details>

<details>

<summary>Automatic Payments</summary>

For more information on how to set up automatic payments and manage direct deposits, view [set up automatic payments](/brand/what-would-you-like-to-learn-about/platform-features/finance/add-funds-to-your-funding-account/set-up-automatic-payments-as-a-brand.md). The article covers settings for the following:

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

</details>

<details>

<summary>Payment Method</summary>

View details for any credit cards linked to your account or replace them by navigating to the [Payment Method](https://app.impact.com/secure/advertiser/finance/fr/view-edit-payment-method-flow.ihtml?u=%2Fsecure%2Ffinance%2Fapp%2Fview-edit-payment-method-flow.ihtml) screen.

{% hint style="info" %}
**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](/brand/what-would-you-like-to-learn-about/platform-features/finance/add-funds-to-your-funding-account/deposit-funds-into-your-account.md) into your account.
{% endhint %}

</details>


---

# Agent Instructions: 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:

```
GET https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/finance-settings-overview-for-brands.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
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.