Billing groups

Billing groups in Onvio enable you to establish client families, or parent-child relationships, so that you can bill related clients together. The client that gets billed for any of the clients in the billing group is called the parent client. The subsidiary clients whose work is billed to the parent client are called child clients.

Set up billing groups

To set up a billing group, simply choose a parent client for one or more child clients. To do this, follow these steps.

  1. Choose Setup > Clients.
  2. Click Add to add a new client, or click the edit button next to an existing client to modify that client.

    This client should be a child client, for whom you will select another client as its parent.

  3. Click the Billing tab.
  4. In the Bill to Parent Client field, choose the parent client for the currently selected child client.
  5. Click Save when you're done entering or modifying client information.

Note: You cannot choose a parent client for a client that is already designated as a parent to another client. Billing groups can have a single parent client and any number of child clients.

For more information on client setup tasks, see Add or update client information.

Billing clients in a billing group

When you bill any client that is a member of a billing group, the invoice is sent to the parent client. If you select multiple clients from a single billing group on the Billing Selection screen, the total available WIP for the billing group is available for invoicing, and the members of the billing group are listed in the Clients Selected for Billing panel with the child client(s) listed beneath the parent client.

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