Your Invoice Settings are where you can manage your impact.com Fees invoices and some Partner Invoice settings.
From the left navigation bar, select
[Menu] → Finance.From the left navigation menu, select Settings → Document Settings.
Under the impact.com Invoice section complete the following fields:
Setting
Description
Vendor Code
Enter your vendor code (if you have one) so it can appear on your impact.com Fees invoice.
Email impact.com Invoice
[Toggle on] if you want your primary financial contact to receive an email from impact.com with your organization's monthly impact.com Fees invoice.Bill To
Toggle if you want your impact.com Fees invoice to be billed to your default billing address or an alternative address.
Make the required changes.
Select Save.
From the left navigation bar, select
[Menu] → Finance.From the left navigation menu, select Settings → Document Settings.
Under the Partner Invoice section complete the following fields:
Settings
Description
Document Title
Select the
[Radio Button] if you want your partner invoice to be called Tax Invoice or Recipient Created Tax Invoice.Document Date Reflected
Select the
[Radio Button] if you want your partner invoices to reflect the Date Generated or be based on the Last day of prior month.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 contact on your partner invoices.
Funding Documents
Select the
[Checkedbox] to fund your account via Fund based on invoices or Fund based on upcoming costs.Make the required changes.
Select Save.