Creating Billing Groups

To create a billing group:

  1. Go to the Estimate Milestones Preview on the Financials tab.
  2. Click Manage Billing Schedules.
  3. Click Create Billing Group.
  4. Drag and drop, or use keyboard shortcuts, to move estimate products or independent records to the new billing group.
  5. Click Save.
Note:

To ungroup a billing group, click View Additional Actions | Ungroup on the billing group you want to delete.