View desktop instructions

View mobile app instructions
Manage Funding Account Document Settings as a Brand

Published on: Wed, 3 May, 2023 at 7:41 AM | Updated on: Tue, 4 Feb, 2025 at 11:50 PM

Your Funding Account Document Settings are where you'll manage details found on your payment request form (PRF).

These settings can be used if you fund your account based on upcoming costs (PRF). If you fund your account based on invoiced costs instead, refer to Manage Partner Fees Document Settings.

Note: If the Funder Type on your account is set to SOI Funder - Fund based on invoices, you will not have access to the Funding Account Document Settings screen.

From the left navigation menu, select [Menu] → Finance.
On the left, select Settings → Funding Accounts.
Hover over your funding account and select [More] → Funding Account Document Settings.

Make your changes.

Funding Account Document Settings

Settings	Description
Currency & Fonts	Select if you want to have currency codes on your financial documents. Select if you want to have Chinese, Japanese, or Korean fonts on your financial documents.
Document Title	Select if you want the payment request form document to be called Payment Request Form or Pro Forma Invoice.
Document Number	Choose your unique document number format. Select [Radio button] Default to generate the document's original unique identifier. Select [Radio button] Abbreviated to generate the document's unique identifier by only using the essential elements required to make the document number unique.
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] Exclude impact.com fees from document if you want to exclude impact.com fees from Payment Request Forms.
	Select the [Check box] Include a funding safety margin of and 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.
	Select the [Check box] Itemize spend per partner if you want a sub schedule to be provided that breaks up any system-determined upcoming partner costs by Partner, by Program, and by Event Month. If you have selected the above option, a secondary option will appear. Select the [Check box] Aggregate marketplace spending into one line item (impact.com is listed as a partner) to group all sub-schedule costs for partners you engaged with through the marketplace, and reflect these costs as one item (for each program and event month) for the partner shown as impact.com.
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.

Select Save.

Related Articles