> 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/platform-features/finance/finance-settings/create-a-billing-group.md).

# 创建账单组

{% hint style="success" %}
**注意：** 此功能处于 Beta 版。请联系您的 CSM 或我们的 [支持团队](https://app.impact.com/support/portal.ihtml?createTicket=true&) 如果您想测试此功能。
{% endhint %}

您可以创建账单组，以帮助您管理合作伙伴费用和平台费用如何在不同项目中开具发票和支付。

{% hint style="warning" %}
**重要：** 一旦创建了账单组，您就无法删除它。
{% endhint %}

#### 创建新的账单组

1. 从顶部导航栏中，选择 **您的余额** → **设置**.
2. 从左侧导航菜单中，在 *设置*，选择 **账单组**.
3. 选择 **创建账单组**.
4. 在……上 *创建账单组* 屏幕，填写账单组信息。

   | 字段            | 说明                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |
   | ------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
   | 名称            | 请输入新账单组的名称。                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
   | 法律实体          | <p>在 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media" alt=""> <strong>\[下拉菜单]</strong>下，选择一个 <strong>法律实体</strong>.</p><p>法律实体是与合作伙伴签订正式协议的一方。它会作为发票上的“From”方显示，其间接税信息用于确定是否应对交易征收增值税（VAT）或商品及服务税（GST）等税费。您可以从 <a href="/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/create-and-manage-your-legal-entities.md"><em>法律实体</em></a> 界面中进行设置。</p>                                                                                                                                                                                                                                                                                                                                                                      |
   | 项目            | <p>使用 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media" alt=""> <strong>\[下拉菜单]</strong>.</p><p>每个账单组都会生成一组发票和一份发票明细表（SOI），因此您应根据希望发票如何分开来创建账单组。</p><p>每个项目只能添加到账单组一次。</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
   | impact.com 费用 | <p>选择 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-b5e1740618ed6571d97b8fed7c25a7678f85d375%2F299632fb6f4f91fbf9847471754cc6180e4284a65b4960af4c4ea472a159f552.svg?alt=media" alt=""> <strong>\[复选框] 使用此账单组支付 impact.com 费用</strong> 如果您想使用此账单组的资金账户来支付您的 impact.com 订阅费用。</p><p>您可以选择将 impact.com 费用包含在为此账单组生成的 SOI 文档中</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
   | 资金账户          | <p>使用 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media" alt=""> <strong>\[下拉菜单]</strong> 以将资金账户关联到账单组。或者，您可以选择 <strong>创建资金账户</strong> 以为该账单组创建不同币种的资金账户。</p><p>此账户将用于支付 impact.com 以及与此账单组关联的项目合作伙伴费用。</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
   | 合作伙伴费用文档设置    | <p>选择 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media" alt=""> <strong>\[单选按钮]</strong> <strong>使用现有账单组的合作伙伴费用文档设置</strong> 将现有账单组的设置克隆到此账单组。或者，您可以 <strong>自定义合作伙伴费用文档设置</strong> 通过选择以下内容为此账单组 <img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media" alt=""> <strong>\[单选按钮]</strong>下。请参阅 <a href="/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/manage-general-finance-settings-as-a-brand.md">文档设置</a> ，了解每项设置的更多信息。</p><p><strong>注意：</strong> 当您为新的账单组克隆文档设置时，您可以编辑这些设置，而不会影响其他账单组的文档设置。</p> |
5. 选择 **保存**.

   * 您创建的账单组将显示在 *账单组* 界面中进行设置。

   <div data-with-frame="true"><figure><img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FUThHjxc5M8f9vjmHl59U%2FScreenshot%202026-04-28%20at%2016.25.24%20(2).png?alt=media&amp;token=a0e7ee03-bd49-412e-881c-d2603ea7f12c" alt="" width="404"><figcaption></figcaption></figure></div>


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