Billing Groups Overview

Billing groups are a collection of estimate products that are billed collectively on a selected schedule. You can define a billing group when managing your billing schedules in the Estimate Milestones Preview on the Financials tab.

When creating an estimate, you can choose to create an estimate level billing group, meaning all estimate products and independent records will be billed together at the schedule you set for the estimate. This option is only available when creating a blank estimate. You can create an estimate level billing group on an estimate created from a template on the Details tab of your estimate.

A billing group can only contain estimate products of a single currency. Multiple billing groups are created when creating a billing group from products of multiple currencies.

When viewing the Estimate Financial Summary, an estimate product's billing schedule amount reflects its percentage contribution to the associated billing group. The displayed billing schedule amounts will span the entire duration of the billing group, meaning they'll use the group's earliest and latest dates rather than the individual product's specific start and end dates.

Note:

Fixed price estimate products are automatically added to the estimate-level billing group. If a time and materials product is updated to fixed price, it must be manually added to this group in the Manage Billing Schedules window.