Add / Edit Billing Groups

Navigate to Maintenance > Accounts Receivable > Billing Groups, then select Add Billing Group or choose a billing group from the grid

You can create as many billing groups as needed to accommodate your organization's billing activities.

 

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Billing Group Details

Enter the following information for the billing group.

Billing Group ID: Enter a or select a new billing group ID. We recommend using all numeric IDs. Numeric IDs are generally easier and faster to enter during transaction entry.

Status: Enter the current status of the billing group:

• Active (A): Set to active when it's used for normal entry.

• Inactive (I): Set to inactive when it's no longer used for normal transactions, but may be needed in the future. If you try to use inactive groups, the system will display a warning message (but they can still be used). Inactive groups will still appear on reports.

• Discontinued (D): Set to discontinued when it's no longer in use. The system will prevent transaction entry for discontinued groups, but they will still appear on reports.

Billing Group Title: Enter a title for the billing group.

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Billing Group Customers

The Customers grid includes the following columns:

Customer ID: The unique ID for the customer

Customer Name: The full name of the customer

Credit Hold: If "Yes", customer has a credit hold. If "No", the customer does not have a credit hold

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