Add a Billing Group

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

To add a billing group, complete the following steps:

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.