Bill Groups

Merchants can optionally have their billable items categorised in groups and these groups can also have a hierarchy where by a group could be a parent of another group.

Overview

Bill Group Creation

STEPS

1. Click "Merchants" Main Menu.

Merchant Main Menu

1. Click "Merchant Billing Groups" Sub Menu.

Merchant Billing Group Sub Menu.

1. Click "Create" Button.

Create button

1. Click the "Merchant dropdown. Select the Merchant from the select list options.

Select Merchant

1. Click the "Merchant Account" dropdown. Select the Merchant Account

Select Merchant Account

1. Click the "Group Name (Value Required)" field. Enter the Group Name.

Enter Group Name

1. Click "Requires Taxhead (Value Required)" Radio Group and Select Yes/No.

Select Yes/No

1. Click "Is Active (Value Required)" Radio Group and Select Yes/No.

Select Yes/No

1. Click the "Group Code" field. Enter Value.

Enter Group Code

1. Click the "Parent Group" dropdown and select the Option.

Select Parent Group

1. Click the "Next Level" dropdown and select the Option.

Select Next Level

1. Click "Create" Button.

Create Button