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Finance Settings Overview for Agencies

Your Finance Settings are where you can assign a financial contact, set invoice settings, and more.

Find your finance settings

  1. From the left navigation bar, select [Menu]→ Finance.

  2. From the left navigation menu, select Settings → the group of settings you want to manage.



General Settings

Manage global settings, assign a financial contact, and select whether monthly closing reports should be based on actions reported for the month or actions locked for the month.

Invoice Settings

Set Fees Invoice and Partner Invoice settings.

Funding Document Settings

Manage settings for Payment Request forms and your monthly statements.

Automatic Payments

Set up automatic payments to and manage direct deposits.

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