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Set Up Automatic Payments as an Agency

  1. From the left navigation bar, select ellipsis-v-solid.svg [Menu] → Finance.

  2. From the left navigation menu, select Settings → Automatic Payments.

  3. In the top-right corner, select Edit.

  4. Select dot-circle-regular.svg Automatically fund my account.

  5. Fill in the requested information

    Information Title


    Forecast Window

    Enter how many days into the future Impact should predict the funding your account will require.

    Check my account funding

    Select how often (daily or weekly) Impact should check to ensure your account will have enough funds to cover your payouts.

    Payment Threshold

    Select square-regular.svg if you want to place a cap on how much money Impact can automatically fund your account before we request approval. Should the funding amount exceed the Payment Threshold, you will receive an email to approve the funding amount.

    If you enable this setting, enter the funding Payment Threshold and select which Impact account user will receive the email.


    Select square-regular.svg to give Impact the authorization to automatically make withdrawals from the bank account you enter details for below.

    You must select this box to enable Automatic Payments.

    Your Name

    Enter your name.

    Account Holder

    Enter the account holder's name as listed with the financial institution.


    Enter one of the following codes as they pertain to your bank account: BSB, Routing Number, IFSC, Transit Number, or SORT Code.

    Account Number

    Enter the bank account's account number.

    Account Type

    Select whether the bank account is a Checking or Savings account from the drop-down menu.

  6. Select Save.

Once you've successfully set up Automatic Payments, Impact will only notify your of an automatic payment request if the requested amount is above your Payment Threshold. Payments usually take 3-5 business days to process.

Automatic Payments example

You can also manage the settings listed below once Automatic Payments are successfully set up.

Updateable settings after successfully setting up automatic payments

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