For agencies🏢 Agency Management
Set up billing groups and requestors
Create separate invoicing profiles under a customer and manage the people who request jobs.
Billing groups let one customer split invoices across departments or cost centers, and requestors are the booking contacts you pick when creating a job for that customer.
Step by step
- 1Open a customer's Manage page from Agency, Operations, Customers.
- 2Go to the Billing Groups tab; every customer already has a "Default" group created automatically.
- 3Click add to create another billing group for a department or cost center, giving it its own billing address, invoice email, terms, and frequency.
- 4Edit a group to update its invoicing details, or deactivate it when it is no longer used.
- 5Switch to the Requestors tab to list the booking contacts at this customer.
- 6Add a requestor with their name and contact details (fax is optional); edit or delete them as people change.
Tips
- Billing groups are deactivated (soft-deleted), never erased, so past invoices stay linked.
- Requestors live at the customer level and can be picked on any of that customer's jobs; you can also add a new requestor inline while booking.
- Billing groups are independent of locations, any of the customer's locations can be used on any job regardless of billing group.
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