From the Eziplan Menu: 

System Management - Billing Groups

 

Once on the Billing Groups List page, select the "Add new billing group" button. This will open a blank Billing Group profile for you to complete.

Any field with an Asterisk (*) attached is required to save the profile.

The only requirement here is to give your Billing Group a name. It will be used to segment clients when you are writing Billing Rules.

Once you have filled out the required information hit the "ADD BILLING GROUP" button at the bottom to save the profile.

If you require further assistance with managing the Billing Group functionality or the integration to Accounting software, please contact an Eziplan Account Manager on 1800 394 482, support@ezihub.com.au or by sending a message via Live Chat.