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Set Your Initial Finance Settings

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During your onboarding, you'll set up your program's initial finance settings. These settings control when actions that partners drive will lock and when they should receive their commissions.

Optimal Finance settings

impact.com recommends the configuration outlined below as a good starting point for your brand. Always defer to your onboarding team for help if you need to customize your setup further.

Step 1: Configure Statement of Invoice (SOI) settings

The SOI coincides with an invoicing strategy—all of your obligations for a given billing period are tallied up in the SOI, and you'll deposit funds into your account so they're settled by the due date specified.

You should set your SOI settings so that the document only includes a tally of partner invoices and so that all of your Finance contacts receive the document when it is generated.

Invoice prioritization

You should fund your account to cover both your impact.com invoices and the SOI. If you do not fund your account enough to cover both, funds will first go towards settling your impact.com invoice, which might lead to overdue partner invoices. Learn more about how invoices are prioritized.

Learn how to configure your SOI settings.

Step 2: Set Action Locking/Payment Scheduling Periods
Step 3: Add a primary Finance Contact

Finance Contact(s) will receive all financial documents and notifications from impact.com. This user needs to be invited to your account and granted the Finance permission, which gives them access to all finance actions.

Double-check your info

You likely will have already provided this information to impact.com. Just to be safe, double-check that what you have listed is still up-to-date.

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

  2. From the left navigation menu, select Settings → Billing Groups.

  3. Hover over the applicable billing group then select [More]Document Settings.

  4. In the General section under Primary Contact, select either Existing Account User or New Contact.

    • Existing Account User: If your Finance Contact already has an impact.com account and has it set up, select the contact from the drop-down menu.

    • New Contact: If your Finance Contact has not set up an impact.com account yet, enter your contact's information.

  5. Select Save.

Note

You can provide more Finance Contacts by selecting the [Edit] next to Other Contacts(s) and entering their email addresses, separated by commas.

Step 4: Submit your billing address

The last step in setting up your finance settings is to provide your billing address to impact.com This is the address that will be listed on all your invoices from impact.com.

Double-check your info

You likely will have already provided this information to impact.com. Just to be safe, double-check that what you have listed is still up-to-date.

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

  2. On the left, under General, select Company Information.

  3. Under Addresses and next to Billing Address, select [Edit].

  4. Enter your brand's billing address.

  5. Select Save.

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