Billing Groups - Billing Group Tab

Access this tab using Maintain>Accounts Receivable>Billing Groups.

Use this tab to create a new Billing Group. You are required to enter the Billing Group ID, Status, and Title.

Billing Groups are used to group similar customers for ease in the billing process. Usually customers are grouped either by common charges or a common billing cycle. You can set up as many billing groups as are needed to accommodate your billing activities.

 

Billing Group ID: Enter a new Billing Group ID, or select one from the drop-down list. We recommend using all numeric IDs. Numeric IDs are generally easier and faster to enter during transaction entry. We also recommend limiting your entry to strictly alphabetic characters (A through Z) or numeric characters (0 through 9), and avoiding the use of symbols, such as: | and ".

Status: Specify the status of the Billing Group ID. When creating a new ID, accept the default status, A (Active), or select I (Inactive) or D (Discontinued) from the drop-down list. The status can be changed at any time. Below are valid status entries and their descriptions:

• Active (A) - Set a Billing Group ID to active when it is used for normal entry.
• Inactive (I) - Set a Billing Group ID to inactive when it is no longer being used for normal entry, but it still may need to be used at some point. A warning message appears when attempting to use an inactive ID. The warning message is for notification only; you can still proceed. Inactive codes appear on reports.
• Discontinued (D) - Designate a Billing Group ID as discontinued when it is no longer being used. The system does not allow entry for discontinued Billing Group IDs; however, they do appear on reports.

Title: Enter a title for the Billing Group ID.

Currency: Select a currency from the drop-down list, such as USD, CAD, EUR, GBP, or MXN. The currency defaults to the organization's functional currency. Currencies were created and activated by the Administrator using the Organization>Currency Setup form.