The Customer Billing Groups Add-On allows you to create groups of customers that can be added to an invoice at one time.
Enabling Customer Billing Groups
Follow these steps to enable Customer Billing Groups:
Click on "Account & Settings" and then click on "Integrations & Add-ons".
Use the "Search" field on the right and enter "Customer Billing Groups".
Click on the "Enable" link.
Creating Customer Billing Groups
Once the add-on is enabled, you can create Customer Billing Groups by following the steps below:
Click on the "Manage Groups" link.
Click on the "Add Billing Group" option.
Enter a name for the group in the "Group Name" field.
Submit the form to save your changes.
Adding Customers to a Customer Billing Group
Customers can only be added to a single Customer Billing Group. In order to add a customer to a Customer Billing Group, you can follow the steps below:
Click on "Students" and then click on "Families" or "Students" (for Independent Students).
Click the "Edit" icon to edit the customer or independent student's profile.
Go to the "Invoicing" section.
Use the "Billing Group" dropdown menu to select the Customer Billing Group .
Submit the form to save your changes.
Using Customer Billing Groups When Invoicing
The option to add a Customer Billing Group to an invoice is available when creating an Invoice Autopilot Schedule or using the "Create Multiple Invoices" page. To add a Billing Group to an invoice, follow these steps:
Click the "Add Customers from Billing Group" link under the "Customers" field
Using the dropdown menu that appears, select the Customer Billing Group you want to create invoices for and click "Add"
The customers in the Customer Billing Group will be added to the "Customers" field and the rest of the invoice can be created as usual.