Add a Billing Group

Create a billing group to combine multiple projects on a client's invoice.

To add a billing group:

1. Ensure that the main project and sub-projects for this billing group exist in the Projects hub.
2. Check that the main project has defined billing terms.
3. In the Navigation pane, select Billing > Billing Groups.
4. On the Billing Groups form, click + New Billing Group.
5. Choose a main project from the Main Project drop-down list.
   This project can be any project that has billing terms defined.
6. Complete the information on the Billing Groups form by configuring the options and format for invoicing, along with sub-projects that you want to add in the billing group.
   For more information, go to Add a Sub-project to a Billing Group.
7. Click Save.