Your Funding Document Settings are where you'll manage details found on your payment request form (PRF) or statement of invoices (SOI)—depending on your funding strategy—as well as your monthly statements.
From the left navigation bar, select
[Menu] → Finance.From the left navigation menu, select Settings → Billing Groups.
Hover over your preferred billing group and select
[More] → Document Settings.-
Make the changes you want to make.
Select which funding strategy your account uses below to get more information on their settings.
Select Save.
Do not change your Funding Documents setting choice
This section will explain the different settings available for you to change depending on how you fund your impact.com account. However, you should never change your own funding documents settings. You can change their related settings, but talk with your CSM or contact support before changing how you wish to fund your account.
Monthly settings
These settings are available to change if you fund your account based on invoices.
Settings |
Description |
|---|---|
Transactional data |
Check if you want to exclude impact.com fees from your Monthly Statements. |
|
Check if you want costs to be aggregated across months. Enable this if you want actions driven near the end of a month to appear on the following month's statement as well. | |
Check if you want Partner Tax IDs to appear on your Monthly Statements. | |
Enter your funding safety margin. Use this number to ensure you do not inadvertently underfund your account, especially if you sent your monthly payment invoices to send at the end of the month. | |
Statement Line Items Grouped By |
Select if you want to summarize your monthly statements by Partner or by Event Type and Partner. Grouping your costs by event type will help you see how much different tracking methods are costing you (e.g., CPC vs Online Sale/CPA vs Mobile downloads). |
Custom GAAP Month |
Toggle if you want to delay Partner Payment Invoices up to a month after the month in question (so January's invoice could be delayed up to March 1st). Enable this setting if you want time to modify partner-drive actions before they lock. You cannot change this setting once you have an active program. View some examples of Custom GAAP month scenarios. |
Include a vendor code on statement |
Toggle if you want a vendor code to appear on your Monthly Statements. If you toggle this on, provide the vendor code. |
Additional information |
Enter any more information you want to appear on your Monthly Statements. |
Alternate billing address |
Toggle if you want your Monthly Statements to be sent to a different address from your account's default address. If you toggle this on, provide the address details. |
Email to Finance Contacts |
Check whether you want to automatically email your Monthly Statements to your primary financial contact. |
Payment Request settings
These settings are available to change if you fund your account based on upcoming costs.
Settings |
Description |
|---|---|
Document Title |
Select if you want your partner payment request forms to be called Payment Request Form or Pro Forma Invoice. Pro Forma Invoices are usually used for international payments. |
Automatically Generate and Email |
Toggle if you want payment requests to be automatically generated and sent to your financial contacts, like a Finance Department member. |
Transactional data |
Check if you want to exclude impact.com fees from Payment Request Forms. |
Check whether you want to aggregate your marketplace partner payouts or itemize them by partner. impact.com will be listed as a "partner" if this is checked. | |
|
Check if you want the media spend represented in a partner payment invoice to be broken down per partner. If you toggle this setting off, you will only see the lump sum amount you need to fund your account up to. | |
Enter your funding safety margin. Use this number to ensure you do not inadvertently underfund your account, especially if you set your partner payment invoices to send at the end of the month. | |
Vendor Code |
Enter your vendor code (if you have one) so it can appear on your Partner Payment invoices. |
Due Date Description |
Add text here with details about funding your account or about the due dates. If you leave this blank, impact.com will automatically populate this field on your partner invoices. |
Alternate billing address |
Toggle if you want your Partner Payment invoices to be billed to your default billing address or an alternative address. If you want the invoice to go to an alternative address, enter the address details. |
You can also manage your general finance document settings and your invoice settings from the Document Settings screen.