Customer billing and pricing groups
Apply a shared billing identity or group pricing to selected customers while keeping their accounting identity and receivable ownership unchanged.
Group the commercial relationship, not the ledger
A billing scope gives a set of customers a shared commercial context. Where both the scope and membership enable billing to the group, its company name and address become the invoice's bill-to identity. The customer reference and receivable owner remain the original customer, avoiding an accidental accounting restructure just to change invoice presentation.
Keep billing and pricing choices independent
A customer can be billed by at most one active scope while participating in several groups for pricing. Member-level choices control whether group billing or price rules apply. Pricing resolves the customer's own rules before applicable scope rules, with defined precedence for competing groups. Saved documents retain the commercial snapshot used when they were created.
What to know before you start
Billing scopes do not create a second receivables ledger, change customer parent/project relationships or automatically consolidate every member's invoices into one document.
Practical questions
Can a customer belong to several pricing groups?
Yes. Pricing memberships can be multiple, but active bill-to membership is limited to one scope.
Who owns the invoice balance?
The original accounting customer remains the receivable owner. The scope can change bill-to presentation without moving the balance.
Continue the workflow
Price lists and customer discounts
Set fixed or percentage sales rules with customer and group precedence, currency and quantity context, while preserving the price agreed on an existing order.
Recurring billing plans
Define recurring contracts with explicit service periods, cadence, proration and issuance rules, preserving what was agreed for each billed period.
Sales invoicing
Create customer invoices with products, terms and tax treatment, keep order-linked pricing intact and produce branded documents for customer delivery.