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[Beta] Manage Billing Groups & Funding Accounts as a Brand

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!
  1. From the left navigation bar, select ellipsis-v-solid.svg [Menu] → Finance.

  2. From the left navigation menu, select SettingsBilling Groups.

  3. Hover over the billing group you want to edit, then select ellipsis-h-solid__1_.svg [More]Edit.

  4. 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.

  5. 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!
  1. Hover over the billing group you want to edit, then select ellipsis-h-solid__1_.svg [More]Document Settings.

  2. 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!
  1. From the left navigation bar, select ellipsis-v-solid.svg [Menu] → Finance.

  2. From the left navigation menu, select SettingsFunding Accounts.

  3. Hover over a funding account you want to rename and select Edit.

  4. Enter the new name and select Save.

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