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Bill Groups are configured in Setup / Finance / Billing / Bill Group |
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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 account(s) being invoiced will be used in this scenario).
Prerequisites
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An invoice delivery configuration needs to be defined before bill groups can be setup
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The Bill Groups Panel
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.
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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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