You can create billing groups to help you manage how partner and platform fees are invoiced and paid across your various programs.
Create a new billing group
This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access!From the left navigation bar, select
[Menu] → Finance.From the left navigation menu, select Settings → Billing Groups.
Select Create Billing Group.
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On the Create Billing Group screen, complete the billing group information.
Name the new billing group.
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Under Programs, select a program or multiple programs to associate with the new billing group.
You’ll get a set of invoices and one statement of invoices (SOI) per billing group, so you’ll want to create billing groups based on how you want your invoices separated.
Each program can only be added to a billing group once.
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Under impact.com Fees, select
[Checkbox] Use this billing group to pay impact.com fees if you want to use this billing group's funding account to pay your impact.com subscription fees.You will have the option to include the impact.com fees on the SOI document generated for this billing group.
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Under Funding Account, select an existing funding account, or create a new funding account.
This account will be used to pay for impact.com and the programs' partner fees associated with this billing group.
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Under Specify document settings for this billing group, select
Use document settings of an existing billing group to clone the settings of an existing billing group to this one, or Customize document settings unique to this billing group. Refer to document settings to learn more about each of the settings.When you clone document settings for a new billing group, you can edit these settings without affecting the document settings of other billing groups.
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Select Save.
Your created billing group will appear on the Billing Groups screen.
