AR Billing Groups

Billing groups give you the ability to assign a customer to a group for ease of statement generation, controlling cash flow, and categorizing Credit Card on File customers.

You may create as many billing groups as needed. If you run Routes and/or hotels through A/R, it is recommended that you make at least one group for each (using billing group name: ‘Hotel’, ‘Route’, etc.) These billing groups allow you to control individual settings for each group.

Billing groups are found at:

Setup > Program Configuration > Company > A/R Settings > Billing Groups

• Name: This is important for the clerks to easily identify customers who belong to a specific billing group.

  Be aware that renaming a group will break its association with any customer that is currently using it. It is recommended to create a new group.

• Require Credit card on file: Choose an option below:

  • Yes: A customer must have a credit card on file to be assigned to this billing group.

  • No: No credit card on file is required for a customer to be assigned to this billing group. (Default)

• Statement Appearance: Choose an option below:

  • Statement: Uses terms "Billing" and "Closing Date". Shows previous balance and payments taken since last statement.

  • Invoice: Uses terms "Invoice" and "Invoice Date". Has sequential serial number (this number is not for reference in SPOT); has no previous balance or payment information.