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 impact.com.
From the left navigation menu, select
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[Menu] → Finance.From the left navigation menu, select Settings → the setting you want to change.
The general settings allow you to select a few global financial settings for your brand, including your primary finance contact.
Learn more about your General Finance Settings.
You engage with your service providers (like partners and impact.com) through a legal entity. This is where critical information related to your legal entity is shown, including your indirect tax information (e.g., VAT or GST).
Learn how to create and manage legal entities.
View your funding account's details. You can also update your funding account's name. Refer to for more information.
You can rename a funding account.
If you fund your account based on upcoming costs, then you may be able to use the Payment Request Form (PRF). You can adjust your PRF settings in the Funding Account Document Settings.
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
View details for any credit cards linked to your account or replace them by navigating to the Payment Method screen.
Note: Linking credit cards and making ad-hoc credit card payments is only available for brands with accounts in specific currencies. Learn more about depositing funds into your account.