Help Center

| Submit or View Help Requests | Developer Docs |

View desktop instructions
View mobile app instructions
Manage Invoice Settings as an Agency

Your Invoice Settings are where you can manage your Fees invoices and some Partner Invoice settings.

Manage your invoice settings

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

  2. From the left navigation menu, select Settings → Invoice Settings.

  3. Select [Edit] next to the setting you want to change.

  4. Make the required changes.

  5. Select Save. Fees Invoice settings



Vendor Code

Enter your vendor code (if you have one) so it can appear on your Fees invoice.

Email Invoice

Toggle if you want your primary financial contact to receive an email from with your organization's monthly Fees invoice.

Bill To

Toggle if you want your Fees invoice to be billed to your default billing address or an alternative address.

Partner Invoice settings



Document Title

Select if you want your partner invoice to be called Tax Invoice or Recipient Created Tax Invoice.

Document Date Reflected

Select if you want your partner invoices to reflect the date actions are generated or be based on the last day of each 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.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.