The Group tab is where you view and create billing groups. This tab holds details of parent and child relationships between clients. From here it is possible to add child clients or a parent to the selected client. You can double–click a child or parent client in the Group tab to open the corresponding Client record.
Billing groups can be set up to allow a single bill to be raised for a related group of clients. Generally, any client who has WIP recorded against them can receive an invoice. There are times however, when clients have relationships with other clients in the system, and require WIP to be redirected between members of a particular group. This is achieved by setting up parent and corresponding child clients within the system.
Billing groups are comprised of one parent and one or more child clients. A child client can have its WIP redirected and invoiced to another client (the parent client). A parent client has one or more child clients’ WIP redirected to them for billing purposes. A billing group is defined by allocating a parent client to a child client via the Group tab of either the child's or parent's Client record.
Creating groups of clients allows for more than one client’s WIP to be billed on the same invoice. You can also report on billing groups.
If the group option is being used, when billing at the client level the Bill Amounts page will list all the WIP for the parent client, along with any WIP attached to the child clients as shown in here from Stage 2 of the billing wizard:
In the same way, any WIP values and reports for the parent client will also contain the WIP value for any child clients.
The bill for a group is generated via the Bills tab of the parent client. It will automatically include any WIP associated with any child clients that are attached to them. However, you can still invoice a child client directly, if required in the usual way.
You can also remove a parent client or a child client from this tab.
Note: you can also create billing groups at the assignment level. This would then only include the WIP attached to a child assignment when a bill is raised for the parent client at the assignment level. Billing at the client level will not include any WIP of a child assignment unless the client attached to the child assignment is also a child client of the parent. Do this via the Group tab on the Assignment page.
If you do not wish to set up a billing group you can add a client assignment as required by selecting the Add Assignment button in the Bill Amounts page of the Billing Wizard. This will then appear on the Group tab of the client record but will be flagged as Ad-Hoc. Bear in mind that this will not be covered in group billing report information.