Partner Fees Document Settings reference
#### General Configure your baseline documents preferences, such as currency display and fonts.| Setting | Description |
|---|---|
| Currency & Fonts |
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| Setting | Description |
|---|---|
| Document Title | Select the relevant title for the document. |
| Document Date Reflected | Select which date you want to appear on the invoice:
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| Due Date Description | The due date of this particular invoice is displayed automatically. If you wish to instead show a different value, like "Net 45 Days", you can update that here to set a new default label. Note: The costs will still attempt to be settled based on the underlying due date for this invoice in the system, regardless of what you input here. This option exists as an alternative for display purposes only. |
| Setting | Description |
|---|---|
| Transactional data |
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| Statement Schedules Grouped By | Select whether to group your monthly statement schedules by Partner, Event Type and Partner, or by Campaign. Grouping your costs by Event Type and Partner will help you see how much different tracking methods are costing you (e.g., CPC vs Online Sale/CPA vs Mobile downloads). Grouping your costs by Campaign will help you see all partner costs by each campaign. If any partner costs are not associated with a campaign, they are allocated to the Evergreen campaign line. |
| Custom GAAP Month | Select Included on the invoices are all costs that have finalized (locked) up to the day before your chosen invoicing date and that haven't yet been invoiced. If you do not use this setting, then invoices are generated on the 2nd of every month for costs that finalized in the prior calendar month. View some examples of Custom GAAP month scenarios. When should I use this setting? This setting is typically used when you want costs, like action-related costs, that occur and are tracked in a specific month, to be invoiced as soon as possible after a set locking date in the following month. |
| Include a vendor code on statement | Select If you toggle this on, provide the vendor code. |
| Due Date Description | Specify custom payment terms or text that will appear in the due date section of the generated document. This allows you to communicate specific payment expectations or standard timeline agreements to your partners. A statement can include many invoices that may have different due dates. By default, statements display the text "Due upon receipt". If you wish to instead show a different value (such as "Net 45 Days"), you can update this field to set a new default label. Note: Changing this text is for display purposes only. The system will still attempt to settle the underlying invoices based on the due date for the particular invoice in the system. |
| Additional information | Enter extra information you want to appear on your monthly statements. |
| Email Finance Contacts | Select You can also add Additional Contacts. Enter the email address of any account users who should receive any financial documents. Note: Separate multiple email addresses with a comma ( |
| Alternate Billing Address | Select If you toggle this on, provide the address details. |