Billing Groups - Customers Tab
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Access this tab using Maintain>Accounts Receivable>Billing Groups. |
Use this tab to assign customers to the Billing Group. If a Billing Group does not have any customers assigned to it, it will never have invoices generated from it. However, use the One-Time/Recurring Charges form to add customers to a Billing Group on a one-by-one basis, see Enter One-Time/Recurring Charges for more information.
Customers can be assigned to more than one billing group. If a customer is assigned to two or more billing groups that are being processed simultaneously, the system combines all the customer's charges on a single bill.
Multicurrency Users
The Customer ID column only displays customers whose currency matches the currency of the Billing Group.
Available Items, Selected Items: In the Available Items box, select the customers to assign to the Billing Group. Then, use the Mover ( > ) to move the customers to the Selected Items box. The Selected Items box displays the customers that will be assigned to the Billing Group.