| Take the PXA courseDuring your onboarding, you'll set up your program's initial finance settings. These settings control when actions that partners drive will lock and when they should receive their commissions.
impact.com recommends the configuration outlined below as a good starting point for your brand. Always defer to your onboarding team for help if you need to customize your setup further.
The SOI coincides with an invoicing strategy—all of your obligations for a given billing period are tallied up in the SOI, and you'll deposit funds into your account so they're settled by the due date specified.
You should set your SOI settings so that the document only includes a tally of partner invoices and so that all of your Finance contacts receive the document when it is generated.
Learn how to configure your SOI settings.
Learn how to set up action locking/payment scheduling periods. We recommend that you set actions to lock 27 days after the end of the month, and schedule payments to go out 20 days after the actions lock.
Finance Contacts will receive all financial documents and notifications from impact.com. You can provide more Finance Contacts by selecting 
[Edit] next to Other Contacts(s) and entering their email addresses, separated by commas.
You likely will have already provided this information to impact.com. Just to be safe, double-check that what you have listed is still up-to-date.
From the left navigation bar, select
[Menu] → Finance.From the left navigation menu, select Settings → Billing Groups.
Hover over the applicable billing group then select
[More] → Document Settings.-
In the General section, under Primary Contact, select either Existing Account User or New Contact.
Existing Account User: If your Finance Contact already has an impact.com account and has it set up, select the contact from the drop-down menu. This user needs to be granted the Finance permission, which gives them access to all finance actions.
New Contact: If your Finance Contact has not set up an impact.com account yet, enter your contact's information.
Select Save.
If your accounting team requires a vendor code to appear on your invoices, then you can set one up from the Billing Groups screen.
From the left navigation bar, select
[Menu] → Finance.From the left navigation menu, select Settings → Billing Groups.
Hover over the applicable billing group then select
[More] → Document Settings.In the impact.com Invoices section, enter the desired Vendor Code.
Select Save.
The last step in setting up your finance settings is to provide your billing address to impact.com. This is the address that will be listed on all your invoices from impact.com.
You likely will have already provided this information to impact.com. Just to be safe, double-check that what you have listed is still up-to-date.
From the left navigation bar, select
[Menu] → Settings.On the left, under General, select Company Information.
Under Addresses and next to Billing Address, select
[Edit].Enter your brand's billing address.
Select Save.