Billing groups
Billing groups in Onvio lets you establish client families, or parent-child relationships, so that you can bill related clients together. The client that gets billed for any of the clients in the billing group is the
parent
client. The subsidiary clients whose work is billed to the parent client are the child
clients.Set up billing groups
To set up a billing group, simply choose a parent client for one or more child clients. To do this, follow these steps.
- Select .
- SelectAddto add a new client, or select the edit button next to an existing client to modify that client.This client should be a child client, for whom you will select another client as its parent.
- Select theBillingtab.
- In theBill to Parent Clientfield, choose the parent client for the currently selected child client.
- SelectSavewhen you're done entering or modifying client information.
note
You can't choose a parent client for a client that is already designated as a parent to another client. Billing groups can have a single parent client and any number of child clients.
Billing clients in a billing group
When you bill any client that is a member of a billing group, the invoice is sent to the parent client. If you select multiple clients from a single billing group on the
Billing Selection
screen, the total available WIP for the billing group is available for invoicing, and the members of the billing group are listed in the Clients Selected for Billing panel with the child clients listed beneath the parent client.
