Once you've created a billing group, you can edit the programs associated with the billing group, edit or create a new funding account, and update the document settings associated with the billing group.
Edit a 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.
Hover over the billing group you want to edit, then select
[More] → Edit.Update your billing group by changing the name, adding more programs, opting to pay your impact.com fees from this billing group, and changing or creating a new funding account.
If you add a program associated with another billing group, it will automatically be removed from the other billing group.
Select Save.
Edit a billing group's document settings
This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access!Hover over the billing group you want to edit, then select
[More] → Document Settings.Make the desired changes to your document settings and select Save.
If Primary Contact is updated in any billing group’s document settings, the update applies to all billing groups' document settings.
The Monthly Closing Report setting on the original billing group is used to determine which Monthly Close Report to display.
The impact.com Invoices section only applies to the billing group to which the impact.com invoices are assigned.
Rename a funding account
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 → Funding Accounts.
Hover over a funding account you want to rename and select Edit.
Enter the new name and select Save.