Billing - Assigning Group Billing to Contacts
Sometimes, you may have a billing account with several different billing groups, and the billing group always follows the Booker—that is, each Booker has a different, specific, billing group that he or she always uses.
In this case, you don’t have to remember to pick the proper billing group for each trip—you can assign the appropriate billing group to the contact, and then it is selected automatically.
For our example, we have set up a billing account (Livery Coach) with two billing groups (David and Chip). Before we do any assignment, you can see that when David books a trip, both billing groups are available.
To assign the “David” billing group to David, we simply navigate in Maintenance to Maintain…Accounts…Account…Groups.
Select the desired line, and click on the “Assign” button.
You can then use the “Sort By” field to narrow down your contact record selection. Select the contact you want to assign, and then click Add. The selected contact will move from the top window to the bottom window.
Now, when David books a trip, the only billing account group available is the one assigned to him.
When this feature is used in conjunction with the Mandatory button discussed last week, using account groups can be fast and easy—you don’t have to remember to pick one, or even which one to pick. The system will handle this for you.