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Create a Billing Group

Name

Enter a name for the new billing group.

Legal Entity

From the [Drop-down menu], select a Legal Entity.

The Legal Entity is the party that enters into the formal agreement with partners. It appears as the "From" party on invoices, and its indirect tax details are used to determine whether taxes such as VAT or GST should be applied to transactions. You can view and manage this information from the Legal Entity screen.

Programs

From the [Drop-down menu], 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.

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

Funding Account

From the [Drop-down menu], select an existing funding account, or select Create Funding Account to create new one.

This account will be used to pay for impact.com and the programs' partner fees associated with this billing group.

Specify partner fees document settings for this billing group

Select [Radio button] Use partner fees document settings of an existing billing group to clone the settings of an existing billing group to this one, or Customize partner fees document settings for this billing group unique to this billing group. Refer to document settings to learn more about 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.