> 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/finance-settings-overview-for-brands.md).

# 品牌方财务设置概览

<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">参加 PXA 课程</a>

*财务设置* 可让您为多个计费组指定财务联系人或设置发票设置，设置自动付款等。了解有关您的 [通过 impact.com 了解您的财务和账单](/brand/zh/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>" %}

## 访问您的财务设置

1. 在顶部导航栏中，选择 **您的余额** → **设置**.
2. 在 *设置*下，选择您要设置或更新的设置。请参阅 [*财务设置*](#finance-settings) 下方部分以了解更多信息。

### 财务设置

<details>

<summary>常规</summary>

常规设置可让您为品牌选择一些全局财务设置，包括您的主要财务联系人。

了解有关您的 [常规财务设置](/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/manage-general-finance-settings-as-a-brand.md).

</details>

<details>

<summary>法律实体</summary>

您通过法律实体与服务提供商（如合作伙伴和 impact.com）进行合作。这里会显示与您的法律实体相关的关键信息，包括您的间接税信息（例如 VAT 或 GST）。

了解如何 [创建和管理法律实体](/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/create-and-manage-your-legal-entities.md).

</details>

<details>

<summary>计费组</summary>

计费组可让您分别向不同项目的合作伙伴成本开具发票。您可以在此管理计费组及每个计费组的文档设置。

了解如何：

* [管理 impact.com 费用文档设置](/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/manage-impactcom-fees-document-settings.md)
* [管理合作伙伴费用文档设置](/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/finance-settings/manage-partner-fees-document-settings.md)

</details>

<details>

<summary>资金账户</summary>

查看您的资金账户详情。您还可以更新资金账户名称。请参阅以了解更多信息。

* 您可以 [重命名资金账户](/brand/zh/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).
* 如果您是根据即将产生的费用为账户充值，那么您可能可以使用付款申请表（PRF）。您可以在 [资金账户文档设置](/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).

</details>

<details>

<summary>付款方式</summary>

查看与您账户关联的任何信用卡详情，或者通过导航至 [付款方式](https://app.impact.com/secure/advertiser/finance/fr/view-edit-payment-method-flow.ihtml?u=%2Fsecure%2Ffinance%2Fapp%2Fview-edit-payment-method-flow.ihtml) 页面来替换它们。

{% hint style="success" %}
**注意：** 关联信用卡并进行临时信用卡付款仅适用于账户使用特定货币的品牌。了解更多关于 [向账户充值](/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/add-funds-to-your-funding-account/deposit-funds-into-your-account.md) 到您的账户中。
{% endhint %}

</details>

<details>

<summary>自动付款</summary>

有关如何设置自动付款和管理直接存款的更多信息，请查看 [设置自动付款](/brand/zh/what-would-you-like-to-learn-about/platform-features/finance/add-funds-to-your-funding-account/set-up-automatic-payments-as-a-brand.md)。本文涵盖以下设置：

* 进行 ACH 付款
* 设置直接存款
* 设置自动账户充值付款

</details>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## 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, and the optional `goal` query parameter:

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

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

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.