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Manage Funding Account Document Settings as a Brand

Currency & Fonts

Document Title

Select if you want the payment request form document to be called Payment Request Form or Pro Forma Invoice.

Automatically Generate and Email

[Toggle on] if you want payment requests to be automatically generated and sent to your financial contacts, like a Finance Department member.

You can also change the primary finance contact for this funding account here.

Transactional data

Select the [Check box] if you want to exclude impact.com fees from Payment Request Forms.

Select the [Check box] to determine whether you want to aggregate your partner payouts or itemize them by partner. If you itemize by partner, then all partners that are on the marketplace will have their costs grouped together, and will be reflected as being for partner, impact.com.

Select the [Check box] if you want to a sub schedule to be provided that breaks up any system-determined upcoming partner costs by Partner, by Program, and by Event Month.

Enter your funding safety margin. An additional line item will be calculated and included, based on the system determined upcoming costs. This can be used to ensure that you have sufficient funds in your account to pay for urgent new costs quickly.

Due Date Description

Add text here that you would like to appear in place of the due date, e.g., “Net 15 Days”. If you leave this blank, the words “Due Upon Receipt” will be used.

Vendor Code

Enter a vendor code (if one is applicable) so it can appear on your Payment Request Form.

Alternate billing address

[Toggle on] if you want a different address to appear on the Payment Request Form to your legal entity’s address for this funding account.

If you toggle this on, provide the address details.