A Closer Look At The Customer Billing Groups Add-On

The Customer Billing Groups Add-on allows you to create predefined groups of customers that can be added to an invoice simultaneously. It helps to speed up the bulk invoicing process and ensures that customers that need to be billed are not missed by accident.

In this article, we’ll take a closer look at the Customer Billing Groups Add-On.

Who Would Use The Customer Billing Groups Add-on?

The Customer Billing Groups Add-on is useful for companies that generate invoices in bulk and that have customers who share billing methods or billing schedules.

For example, if you have customers who are billed for individual lessons and others who are billed the same monthly flat fee, you can add them to separate billing groups. When it’s time to generate invoices, you can click the “Add Customers from Billing Group” link to quickly and easily select all the relevant customers instead of manually selecting these customers every time.

In addition to the time-savings the add-on offers, it will also help you to stay organized with invoicing and prevent billing errors that can turn into awkward interactions with your customers.

Getting Started With The Customer Billing Groups Add-on

Enabling

To enable the add-on, you can go to the Integrations & Add-ons page in your Teachworks account and click the “Enable” link under the Customer Billing Groups Add-on. Once enabled, click the “Manage Groups” link to get started.

Adding Billing Groups

To add a Customer Billing Group, click the “Add Billing Group” link and then enter a descriptive name for the group. If you want to add multiple billing groups, you can click the “Save & Add Another” button to speed up the process.

Adding Customers To Groups

Now that you’ve added the various billing groups, you can start adding customers to the relevant groups. This needs to be done on each customer’s profile and you can find the option under the “Invoicing” section when editing a profile.

As customers are added to a billing group, the “Customer Count” column on the Billing Groups is updated accordingly.

Generating Invoices 

The option to add a customer billing group to an invoice is available when generating invoices in bulk using the “Create Multiple Invoices” option. The process works as follows:

1. Go to Billing > Create Multiple Invoices
2. Click the “Add Customers from Billing Group” link that appears under the Customers field.
3. Select the relevant billing group and click “Add”

4. A success message will appear to confirm that the relevant customers have been added to the Customers field.

5. Complete the other fields on the invoice form and Save or Approve it depending on your specific requirements.

For more information about the Customer Billing Groups Add-on, visit our Knowledge Base: Customer Billing Groups Add-On

Want to learn more about Teachworks’ various Invoicing Features? This blog post provides a comprehensive overview: Simple Invoicing Solutions For Your Teaching Business

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