Billing Groups

Overview

When you are setting up a Customer profile, a Default Billing Group is assigned in Users > Customers > select the customer > Billing Groups. The Billing Group that you set here will apply to any invoices that are linked to the Customer.

You can set up additional Billing Groups to consolidate the overall invoicing requirements for the Customer if they differ from the default group you have assigned.

A Billing Group can be set up to consist of a single billing contact and then match the remaining settings to those on the Customer.

Otherwise, you can specify a Primary contact, additional contacts and other defined settings including invoice consolidations and reminders.

Add a Billing Group

To add a new Billing Group:

1. Go to Users > Customers > select the customer > Billing Groups.

2. Click Create New Billing Group.

3. Complete the fields in the New Billing Group scene.

4. Click Save.

Once a Billing Group is created, you can set it on a job which will determine the criteria for invoicing for that job.