> For the complete documentation index, see [llms.txt](https://help.impact.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.impact.com/brand/zh/what-would-you-like-to-learn-about/getting-started/set-your-initial-finance-settings.md).
# 设置初始财务设置
参加 PXA 课程（初级）参加 PXA 课程（专家级）
在入职设置过程中，您将为您的项目设置初始财务设置。这些设置会控制合作伙伴推动的操作何时锁定，以及他们何时应收到佣金。
impact.com 建议采用下方所示的配置作为您品牌的良好起点。如果您需要进一步自定义设置，请始终咨询您的入职团队寻求帮助。
{% stepper %}
{% step %}
**第 1 步：配置发票对账单（SOI）设置**
SOI 与开票策略相对应——某个账期内您的所有应付款项都会汇总到 SOI 中，您需要向账户存入资金，以便在指定到期日前结清这些款项。
您应将 SOI 设置为仅包含合作伙伴发票汇总，并确保文档生成时所有财务联系人都会收到该文档。了解如何 [配置您的 SOI 设置](/brand/zh/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).
{% hint style="warning" %}
**发票优先级：** 您应向账户充值，以同时覆盖 impact.com 发票和 SOI。如果账户资金不足以覆盖两者，资金将首先用于结清您的 impact.com 发票，这可能会导致合作伙伴发票逾期。了解更多关于 [发票优先级如何排序](/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/finance-explained-for-brands.md).
{% endhint %}
{% endstep %}
{% step %}
**第 2 步：设置操作锁定/付款安排周期**
了解如何 [设置操作锁定/付款安排周期](/brand/zh/what-would-you-like-to-learn-about/getting-started/set-action-locking-and-payment-scheduling-periods.md)。我们建议将操作设置为在其跟踪所在月份结束后 27 天锁定，并将付款安排在操作锁定所在月份结束后 20 天发出。
{% endstep %}
{% step %}
**第 3 步：添加主要财务联系人**
财务联系人将收到来自 impact.com 的所有财务文件和通知。
您很可能已经将此信息提供给 impact.com。为保险起见，请再次确认您所列出的信息仍然是最新的。
1. 从顶部导航栏中，选择 **您的余额 \[下拉菜单] → 设置 → 常规**.
2. 在……中 *财务联系人* 部分，在 *主要联系人*，请选择以下任一项：
* **现有账户用户：** 如果您的财务联系人已经拥有 impact.com 账户并已完成设置，请从下拉菜单中选择该联系人。需要为该用户授予 [财务权限](/brand/zh/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/understanding-user-management-as-a-brand.md)，这将使其能够访问所有财务操作。
* **其他联系人：** 如果您的财务联系人尚未设置 impact.com 账户，请输入该联系人的信息。
3. 选择 **保存**.
{% endstep %}
{% step %}
**第 4 步：可选，添加供应商代码**
如果您的会计团队要求发票上显示供应商代码，您可以在 *账单组* 界面中进行设置。
1. 从顶部导航栏中，选择 **您的余额 \[下拉菜单] → 设置 → 账单组**.
2. 将鼠标悬停在相应的账单组上，然后选择  **\[更多]** → **impact.com 费用文档设置**.
3. 输入所需的 **供应商代码**.
4. 选择 **保存**.
{% endstep %}
{% step %}
**第 5 步：提交您的账单地址**
设置财务设置的最后一步是向 impact.com 提供您的账单地址。此地址将显示在来自 impact.com 的所有发票上。
您很可能已经在您的 [账户信息](https://app.impact.com/secure/advertiser/accountSettings/account-info-flow.ihtml)中提供了地址，但您也可能希望按如下方式提供一个备用账单地址：
1. 从顶部导航栏中，选择 **您的余额 \[下拉菜单] → 设置 → 法律实体**.
2. 将鼠标悬停在您想要更改地址的法律实体上，然后选择 **编辑**.
3. 在……中 *账单地址* 部分，更新或提供相关地址详情。
4. 选择 **保存**.
{% endstep %}
{% endstepper %}
---
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