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
From the top navigation bar, select your balance → Settings.
From the left navigation menu, under Settings, select 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
Hover over the billing group you want to edit, then select
[More] → Partner Fees Document Settings or impact.com Fees Document Settings.
Make your changes.
Refer to Manage Partner Fees Document Settings and Manage impact.com Fees Document Settings for more information.
Select Save.
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!
Rename a funding account
From the top navigation bar, select your balance → Settings.
From the left navigation menu, under Settings, select Funding Accounts.
Hover over a funding account you want to rename and select
[More] → Edit.
Enter the new name and select Save.