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Finance Settings Overview for Brands

Finance Settings enables you to assign a financial contact or set invoice settings for multiple billing groups, set up automatic payments, and more.


Learn more about your finances and billing with

Find your finance settings

  1. From the left navigation bar, select [Menu] → Finance.

  2. From the left navigation menu, select Settings → the setting you want to change.

Settings Option

Billing Groups

Billing groups enable you to invoice partner costs from different programs separately. Manage your billing groups, and document settings for each billing group here. For more information on document settings for each billing group, have a look at the following articles:

  • General Finance Settings
    This is where you can set global financial settings for your brand. These settings include: Currency codes and special characters/fonts Primary contact and other contacts Revenue Recognition Model settings
  • Invoice Settings
    This is where you can learn more about and manage invoice settings as well as partner invoice settings. These settings include: Vendor code Opting for invoice emails Setting alternative billing addresses Partner invoice document titles, dates, and due dates
  • Funding Document Settings
    This provides further insight into how your account is funded (Via invoice or upcoming costs)
Automatic Payments

For more information on how to set up automatic payments and manage direct deposits, view set up automatic payments. The article covers settings for the following:

  • Making an ACH payment

  • Setting up direct deposits

  • Setting up automatic account funding payments

Payment Method

View details for any credit cards linked to your account or replace them here.


Only brands with USD, EUR, or GBP accounts can link their credit cards and make ad-hoc credit card payments.

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