View Categories

Bill Groups Screen

Table of Contents

Last verified with: 10.8.6.0

Bill Groups are configured in Setup / Finance / Billing / Bill Group

Overview #

Bill groups are used to group accounts that should follow the same default billing behavior. A bill group can define shared defaults such as bill day, usage bill day, invoice delivery settings, invoice due-date behavior, and the bill runs that can process those accounts.

Bill groups are typically used to organize accounts that should be billed on a similar schedule or under similar invoicing rules. When a new account is created, the selected bill group can provide the default billing behavior for that account.

Prerequisites #

  • An invoice delivery configuration should already be defined before bill groups are created.

Bill Groups Panel #

The Bill Groups panel on the left displays the available bill groups. Selecting a bill group loads its details on the right so you can review or update it.

Actions #

IconDescription
Deletes the selected bill group
Adds a new bill group

Edit Bill Group Panel #

The Edit Bill Group panel displays the selected bill group and is where its billing defaults are maintained.

Fields #

  • Name: The descriptive name for the bill group.
  • Bill Day: The default billing day for accounts created under the bill group.
  • Usage Bill Day: The default day used for billing usage on accounts created under the bill group.
  • Invoice Delivery: Selects the invoice delivery configuration used by default for accounts in the bill group.
  • Due Date Based On: Defines how invoice due dates are determined.
  • Invoice Date Based On: Defines how the invoice date is set.
  • Account Bill Day Option: Available when Invoice Date Based On is based on account bill day, and determines whether the invoice date uses the current, next, or previous period.

Bill Group Defaults #

These settings act as bill-group-level defaults for new accounts. Depending on the field, some values serve as default account settings while others affect the broader billing behavior of the bill group itself.

Auto Pay #

Additional auto-pay controls exist in the screen model, including Enable, Auto Pay Type, and related day or days-based values, but they are not part of the active live layout for this screen.

Bill Runs Tab #

Use the Bill Runs tab to associate bill runs with the bill group.

Add Controls #

  • Bill Run To Add: Lets you select one or more bill runs that are not already attached to the bill group.
  • Add: Adds the selected bill runs to the bill group.

Bill Run List #

The list on this tab shows the bill runs currently associated with the bill group. Use the delete action on a row to mark a bill run for removal.

Accounts Tab #

Use the Accounts tab to review the accounts currently assigned to the bill group and to control account exclusions.

Search #

  • Search: Filters the account list by account name or display name so you can locate specific accounts more quickly.

Account Grid #

The account grid shows:

  • Account: The account name.
  • Display Name: The account display name.
  • Excluded: Indicates whether the account is excluded from billing for this bill group.

Selecting the Excluded checkbox for an account changes whether that account participates when the bill group is processed.

Guides #

Adding Bill Groups #

  • In the Bill Groups panel, click the add icon.
  • Enter the bill group details.
  • Choose the invoice and due-date behavior needed for the group.
  • If required, attach bill runs after the bill group has been created.
  • Click Save.

Editing Bill Groups #

  • In the Bill Groups panel, select the bill group you want to update.
  • Modify the bill group details as needed.
  • Update the Bill Runs or Accounts tabs if required.
  • Click Save when you are finished.

Adding Bill Runs to Bill Groups #

  • Select the bill group you want to update.
  • Open the Bill Runs tab.
  • In Bill Run To Add, select one or more bill runs.
  • Click Add.
  • Click Save.

Removing Bill Runs from Bill Groups #

  • Select the bill group you want to update.
  • Open the Bill Runs tab.
  • Use the delete action on the bill run row you want to remove.
  • Click Save to commit the removal.

Managing Account Exclusions #

  • Select the bill group you want to review.
  • Open the Accounts tab.
  • Use Search if you need to narrow the list.
  • In the Excluded column, update the checkbox for the accounts you want to include or exclude.
  • Click Save if prompted after making changes.

Deleting Bill Groups #

Note: A bill group cannot be deleted while it is still in use. If necessary, remove related bill runs and reassign affected accounts before deleting it.
  • In the Bill Groups panel, select the bill group you want to delete.
  • Click the delete icon.
  • On the confirmation dialog, click Yes.

lsb-screen-help