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Bill Groups are configured in Setup / Finance / Billing / Bill Group |
Overview
Bill groups comprise a collection of accounts which are all billed alike (billed on the same day, using the same invoicing configuration, etc.). You can setup as many bill groups as you require, grouping accounts under bill groups by more than just their account type (for instance, you could setup one bill group for credit card customers and another for ACH customers).
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The information in this panel reflects the currently selected bill group. From here you can change bill group details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).
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This tab lists the accounts that are setup under the bill group. The ‘Filter Accounts' field here allows you locate specific accounts under the bill group. An option to exclude accounts from being billed is also available here, in the event you do not wish to bill some accounts under the bill group when a bill run is executed.
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Adding Bill Groups
Under the Bill Groups heading on the left click the
iconUnder the Add Bill Group heading on the right enter the bill group details. See the Bill Groups article for descriptions of each field
Click Save
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Adding Bill Runs to Bill Groups
Under the Bill Groups heading on the left click the bill group you wish to edit
Under Edit Bill Group ensure the Bill Runs tab is selected and then click inside the text field labeled Bill Run(s) To Add
In the list that appears check off the bill runs you wish to add to the bill group
Click the + Add button to the right
Click Save to commit the changes
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Editing Bill Groups
Under the Bill Groups heading on the left click the bill group you wish to edit
Under the Edit Bill Group heading on the right modify the bill group details. See the Bill Groups article for descriptions of each field
Click Save when finished making changes
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Deleting Bill Groups
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Note: you cannot delete a bill group if it is in use. If you need to delete a bill group that is in use you will first need to change all accounts under the bill group to use another bill group and also remove the bill runs that have been added to the bill group |
Under the Bill Groups heading on the left select the bill group you wish to delete
Under the Bill Groups heading on the left click the
iconOn the confirmation dialog that appears select Yes
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Removing Bill Runs from Bill Groups
Under the Bill Groups heading on the left click the bill group you wish to edit
Under Edit Bill Group ensure the Bill Runs tab is selected and then click the
button to the right of the bill run you wish to remove from the bill groupThe
button will appear, click it to confirm that you wish to remove the bill run and the bill run you selected to delete will appear crossed out in the listClick the Save button to commit the removal of the bill run