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As of EngageIP 8.6.0 changes have been made to prevent invalid configurations and billing issues, these are detailed below:

• Accounts must be in the same bill group as their invoicer and usage invoicer. For more information on invoicers see the Account Invoicer Configuration article

• If the owner is configured with a 'Owner Parent Account Billing Type' > 'Bill Owner.../Bill Branded Owner...' option then new accounts under the owner will be setup to use the owner account's bill group. See the Configuring Branded and Unbranded Owners article for more information on configuring owners
  
  Adding Bill Groups
  
  1. Click the Setup tab
  2. Click Bill Groups
  3. Click the Add button on the far right (to edit an existing bill group instead of adding a new one
  simply click the name of the bill group under the 'Name' column)
  4. Populate the fields displayed as outlined below

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• Name - enter a descriptive name for the bill group

• Advance Invoice Days - setting this value (numeric) will tell the billing service to bill user accounts in advance of their billing date according to the value specified. Alternatively services can also be configured for advance billing by setting the 'Billing Period Type' drop-down (Setup -> Services -> Add/Edit). A bill range of 8/1 to 9/1 with advance bill days of 30 would effectively make this range catch user packages with a dates between 8/1 and 10/30 (notice the 30 days is added onto the last date in the range)
  Warning: 'Advance Invoice Days' should not be confused with the 'Advanced-Billed' billing period type. These two options should not be used together

• Sort Order - defines the sort order when bill group is defined in lists throughout EngageIP. The highest numbered item will appear at the top of the pick list. Entering a zero represents that this value will be the default (i.e. setting the bill group sort order to zero will result in the bill group being automatically selected in the 'Bill Group' field when creating a new account)

• Bill Day - defines the default Bill Day for new accounts created under the Bill Group. If this field is left empty the customer’s Bill Day will be the day their account is created. The Bill Day can be set to a value between 1 to 28

• Auto Pay - introduced in EngageIP 8.5.27.0, this feature determines if automatic payment processing should be enabled or disabled for accounts that are added to the bill group. Automatic payment processing means executing payment processing during a bill run, as opposed to manual payment processing done through Tools > Make Payment. Disabling Auto Pay on a bill group may be desirable if you have a small collection of accounts that always require review prior to billing, for instance a 'top tier customers' bill group that you manually process payments for. If you want to disable automatic payment collection for all new accounts added to a bill group you would disable this setting, however existing users in the bill group will maintain their existing auto pay settings (configured under Tools > Auto Pay). The auto pay configuration at the account level determines if automated payment processing is enabled and when payment should be collected, the bill group auto pay setting exists only to define the default auto pay configuration for new accounts added to the bill group

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