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[Beta] Create a Billing Group

You can create billing groups to help you manage how partner and platform fees are invoiced and paid across your various programs.

Important: You cannot delete a billing group once you've created one.

Create a new billing group

This feature is only accessible to specific editions or add-ons. Contact us to upgrade your account and get access!
  1. From the left navigation bar, select ellipsis-v-solid.svg [Menu] → Finance.

  2. From the left navigation menu, select Settings → Billing Groups.

  3. Select Create Billing Group.

  4. On the Create Billing Group screen, complete the billing group information.

    • Name the new billing group.

    • Under Programs, select a program or multiple programs to associate with the new billing group.

      • You’ll get a set of invoices and one statement of invoices (SOI) per billing group, so you’ll want to create billing groups based on how you want your invoices separated.

      • Each program can only be added to a billing group once.

    • Under Fees, select check-square-solid__2_.svg [Checkbox] Use this billing group to pay fees if you want to use this billing group's funding account to pay your subscription fees.

      • You will have the option to include the fees on the SOI document generated for this billing group.

    • Under Funding Account, select an existing funding account, or create a new funding account.

      • This account will be used to pay for and the programs' partner fees associated with this billing group.

    • Under Specify document settings for this billing group, select dot-circle-regular.svg Use document settings of an existing billing group to clone the settings of an existing billing group to this one, or dot-circle-regular.svg Customize document settings unique to this billing group. Refer to document settings to learn more about each of the settings.

      • When you clone document settings for a new billing group, you can edit these settings without affecting the document settings of other billing groups.

  5. Select Save.

    • Your created billing group will appear on the Billing Groups screen.


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