Add a Billing Group
Create a billing group to combine multiple projects together on a client's invoice.
To add a billing group:
- Ensure that the main project and sub-projects for this billing group exist in the Projects hub.
- Check that the main project has defined billing terms.
- From the Navigation menu, click .
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On the Billing Groups form, click
New.
- Complete the information on the Billing Groups form.
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Click
Save.