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Finance Settings Overview for Brands

Finance Settings enables you to assign a financial contact, set invoice settings, 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 Options

The following documents walk you through the various settings you are able to change from your finance section.

Document Settings

Manage your contacts, invoices, and funding settings here. For more information on document settings, have a look at the following articles:

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

Automatic Payments

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

  • Making an ACH payment

  • Setting up direct deposits

  • Setting up automatic payments

Payment Method

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


This option is only available to Starter Edition accounts.

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