| Info |
|---|
Bill Groups are configured in Setup / Finance / Billing / Bill Group |
...
A customer's bill group is selected when a new customer account is created. The bill group that is specified on existing accounts can be changed, however accounts which are not invoiced for subscription and usage charges will have the bill group option greyed out (the bill group settings of the accounts being invoiced, a.k.a. the ‘invoicer’ will be used in this scenario).
Prerequisites
An invoice delivery configuration needs to be defined before bill groups can be setup
...
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).
...
Bill groups need to be connected to one or more bill runs in order to bill the accounts that are in the bill group. Bill runs determine when billing executes, what is billed (subscription charges, usage charges, etc.) and if invoices are rendered and delivered amongst other options.
...