Billing options: Billing groups [in-depth guide]
Guide contents: Navigation | Project setup | Billing worksheet generation | Resources
Menu > Admin > System setup > Time & billing > Billing groups
This feature is used to group together projects for billing purposes only, which is typically done using campaigns or 'one invoice per client' setups. 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 groups 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
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 the Billing worksheet [in-depth guide].