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Bill Groups are configured in Setup / Finance / Billing / Bill Group |
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The Bill Groups panel on the left of this screen allows you to select configured bill group so that you can view and edit them in the Edit Bill Group panel to the right. In addition, actions are available which are shown as icons on the left above the Filter text box. Available actions are detailed below.
Actions
Icon | Description |
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 | Deletes the selected bill group |
 | Adds a new bill group |
The Edit Bill Group Panel
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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Note: an account will be billed if its bill group is billed, even if the account is in a cancelled account status. If you wish to ensure no charges are applied to cancelled accounts you can create a ‘cancelled accounts' bill group and switch accounts to use that bill group when accounts are cancelled. |
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Guides
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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