Your Funding Document Settings are where you manage the details found on the payment request documents received by partners as well as on your monthly statements.
From the left navigation bar, select
[Menu] → Finance.
From the left navigation menu, select Settings → Funding Document Settings.
Select
[Edit] next to the setting you want to change.
Make the changes you want to make.
-
Select Save.
Settings |
Description |
Document Title |
Select what you want your partner payment request forms to be called: Payment Request Form or Pro Forma Invoice. Pro Forma invoices are usually used for international payments. |
Automatically Generate and Email |
Toggle if you want payment requests to be automatically generated (on the 1st of each month) and sent to your financial contacts. |
Funding Safety Margin |
Enter your funding safety margin. Use this number to ensure you do not inadvertently underfund your account, especially if you set your partner payment invoices to send at the end of each month. |
Itemize Partners |
Toggle if you want the media spend represented in a partner payment invoice to be broken down per partner. If you toggle this setting to off, you will only see the total amount your need to find your account. |
Aggregate Marketplace Spend |
Toggle if you want to aggregate your Marketplace partner payouts or itemize them by partner. imapct.com will be listed as the "partner" if this is enabled. |
Exclude Impact Fees |
Toggle if you want to exclude Impact Fees from your Partner Payment invoices. |
Vendor Code |
Enter your vendor code (if you have one) so it can appear on your Partner Payment invoices. |
Due Date Description |
Add text here with details about funding your account or about the due dates that you want partners to know, like funding cadences or rationale for atypical action locking/payment scheduling timeframes. If you leave this blank, Impact will automatically populate this field with the due dates according to your contract on your partner invoices. |
Bill To |
Toggle if you want your Partner Payment invoices to be billed to your default billing address or an alternative address. If you want the invoice to go to an alternative address, enter the address details. |
Setting |
Description |
Summarize Statement By |
Select if you want to summarize your monthly statements by Partner or by Event Type and Partner. |
Custom GAAP Month |
Toggle if you want to delay Partner Payment Invoices up to a month after the month in question (so January's invoice could be delayed up to March 1st). Enable this setting if you want time to modify partner-driven actions before they lock. You cannot change this setting once you have an active program you are managing. |
Media Partner Invoices |
You can select this option if you want your partners to get one invoice per Brand they are signed to or you can leave it unselected to generate one invoice at the agency level. |
Email to Finance Contacts |
Toggle if you want your financial contacts to receive an email from Impact with your organization's Monthly Payment Statements. |
Funding Safety Margin |
Enter your funding safety margin. Use this number to ensure you do not inadvertently underfund your account, especially if you set your monthly payment invoices to send at the end of the month. |
Exclude Impact Fees |
Toggle if you want to exclude Impact Fees from your Monthly Statements. |
Vendor Code |
Enter your vendor code (if you have one) so it can appear on your Monthly Statements. |
Bill To |
Toggle if you want your Monthly Statement to be sent to your default billing address or an alternative address. If you want the invoice to go to an alternative address, enter the address details. |
Additional Information |
Enter any more information you want included on your Monthly Statements. |
Aggregate Costs |
Toggle if you want costs to be aggregated across event months. Enable this if you want actions driven near the end of one month to appear in the following month's statement as well. |
Display Partner's Tax IDs |
Toggle if you want Partner Tax IDs to appear on your Monthly Statements. |