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.

 

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.

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

Once you're finished with your edits, Save your changes.