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Some organizations that are more complex, have multiple sites, or just have unique accounting/reporting practices might need to organize their expenses differently. Billing groups allow you to sort all billable phone numbers and devices by custom groups (e.g. site, department, accounting code, etc.) on your monthly Jive invoice.

Step 1: Create Billing Groups

1. Click System Settings in the left sidebar.

2. From the Billing Groups tab, click [ADD BILLING GROUP].

3. Enter a Name for the billing group.

4. Click the checkmark icon.

5. Click [SAVE].

Step 2: Assign a Billing Group to a Phone Number

1. Click Phone Numbers in the left sidebar.

2. Click the phone number that needs a billing group.

3. From the General tab > Identity section, select Use under Billing Groups, and then browse for and choose the desired billing group.

4. Click [SAVE].

Step 3: Assign a Billing Group to a Device

1. Click Devices in the left sidebar.

2. Click the device that requires a billing group.

3. From the Device Settings tab > General Settings section, select Use under Billing Groups, and then browse for and choose the desired billing group.

4. Click [SAVE].