Menu > Admin > System Setup > Time and Billing > Billing Groups
This feature is used to group together projects for billing purposes. Though the same Billing Group can be used to identify projects across multiple projects, Workamajig will generate a Master Billing Worksheet for each client and each Billing Group identified on the individual client projects.
NOTE: The Billing Group does not allow the creation of a single invoice that is split between multiple clients.
NOTE: The use of Billing Group for billing will override all client settings. The billing worksheet and invoice will be generated as a One Invoice Per: Billing Group>> One Line Item Per: Project
Menu>Admin>System Setup > Time and Billing > Billing Group
From Project Setup>Accounting tab: Billing Group Code
Billing Worksheet Generation
When generating Electronic Billing Worksheets, you are able to select a billing group code as a filter.
The generation of worksheets beyond this follows the standard billing workflow. See Billing Worksheet.