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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).

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• Name: a unique and descriptive name for the bill group

• Bill Day*: sets the default bill day for accounts. The bill day can be any number between 1 and 28. If this field is left empty the bill day of accounts created under this bill group will be the day that the account is created

• Usage Bill Day*: sets the default day usage will be billed for accounts. The usage bill day can be any number between 1 and 28. If this field is left empty the usage bill day for accounts created under this bill group will be the day the account is created

• Invoice Delivery*: specifies the invoice delivery settings to use. Delivery settings determine how the invoice is sent (e.g. emailed as a pdf attachment) and the invoice template to use (invoice branding, layout and content)

• Invoice Due Date Based On: used in conjunction with payment terms to set the due date on invoices

  • Account Bill Date: uses the account bill date along with payment terms configured on the account to determine the invoice due date. For instance, if the account's bill day is March 1^st and the payment terms configuration is set to Net 20, then the invoice due date will be set to March 21^st

  • Invoice Render Date: uses the day the invoice is rendered and the account’s payment terms configuration to set the invoice due date. For instance, if the invoice is rendered on April 5^th and payment terms are set to 'On Due Date' then the invoice due date is April 5^th

• Invoice Date Based On: allows you to configure when the invoice date is set

  • Invoice Render Date: the invoice date will be set to the date that the invoice is generated

  • Account Bill Day: the invoice date will be based on the bill day of the account. the 'Account Bill Day Option' field described below defines which period is used when setting the invoice date

    • Account Bill Day Option: this option is only applicable when the 'Invoice Date Based On' field is set to 'Account Bill Day'. This field lets you define the period the invoice date will be set to. E.g. if this value is set to 'Previous Period' and in October an account with a bill day of the 1^st has an invoice generated, then the invoice date will be set to 'September 1^st

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1. Under the Bill Groups heading on the left click the  icon

2. Under the Add Bill Group heading on the right enter the bill group details. See the Edit Bill Group Panel section above for descriptions of each field

3. Click Save

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1. Under the Bill Groups heading on the left click the bill group you wish to edit

2. Under the Edit Bill Group heading on the right modify the bill group details. See the Edit Bill Group Panel section above for descriptions of each field

3. Click Save when finished making changes

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