Add a Billing Group

Create a billing group to combine multiple projects together 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 Project Info Center.
  2. Check that the main project has defined billing terms.
  3. From the Vision Navigation menu, click Billing > Billing Groups.
  4. On the Billing Groups form, click New.
  5. Complete the information on the Billing Groups form.
  6. Click Save.