Bill Groups

Bill Groups are a container for billing configuration and billing state that is used when subscriptions and charges are converted to invoices.

Normally you will only need one Bill Group per account, but if you have multiple billing relationships with a customer, such as multiple unrelated contracts, then you will have multiple Bill Groups.

Bill Groups are where you configure things like:

• Which Contact an invoice will be emailed to
• What payment method to automatically charge each month
• If invoices will be generated automatically or manually
• Which dunning process to apply
• Control when payment is due for newly created invoices

Bill Group Creation Timing

When a new quote is created on an Account and moved to Processed status, a Contract and a Bill Group will be automatically created and configured based on the Quote configuration.

Bill groups are owned by the Contract and most fields cannot be edited. The Bill Group maintains its relationship to Contracts created from Renewals.