Your General Finance Settings are where you can set global settings for all of your invoices and financial forms, set a contact that will be listed in financial documents, choose who will receive your account invoices, and select if Monthly Close Reports should include actions when they're reported or after they lock.
From the left navigation bar, select
[Settings] → Finance.From the left navigation menu, select Settings → Billing Groups.
Hover over your preferred billing group and select
[More] → Document Settings.Next to General, make the changes you want to make.
See the different setting options below.
Select Save.
General
Settings
Description
Always reflect currency code on documents
Toggle if you want to have currency codes on your financial documents.
Include Chinese, Japanese, and Korean font on documents
Select if you want to have Chinese, Japanese, or Korean fonts on your financial documents. The font will be chosen based on your geolocation.
Primary Contact
Set the primary financial contact for your impact.com account.
Other Contacts
Enter the email address of any other account users who should receive any financial documents.
Monthly closing report
Select if you want your monthly partner-based financial documents to be based on when actions are reported or when they lock. Learn more about the action lifecycle.
impact.com Invoices
Vendor code
Specify the organizations vendor code you'd like displayed on the invoice.
Email to finance contacts
Select if you'd like to email the invoice to contacts.
Alternate billing address
[Toggle on] to add an alternative billing address other than the default.Partner invoices
Document title
Select the relevant title for the document.
Document date reflected
Select the date you'd like reflected on the invoice, either the date the invoice was created on, or the last day of the previous month.
Due date description
Input the due date on which invoice payment is due.
Funding documents
How do you wish to fund your account
Select whether you'd like to fund your account based on invoices.
You can also manage your invoice settings and your funding document settings from the Document Settings screen.