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. In the Main Project field, choose a main project that has billing terms defined.
6. Complete the information on the Billing Groups form by specifying the invoice options and invoice format options.
7. In the Projects Included in Billing group grid, add projects.
   For instructions, see: Add sub-projects to the billing group.
8. Click Save.