What is Charging by Group?

Charging by group is used to make a one-time charge to all customers in a bill group. This is usually used by haulers required to pay a yearly franchise fee to a town or county; charging by group allows them to pass on the cost to their customers with a one-time fee.

How do I charge customers by group?

1. Choose what Account Type and Billing Group to assess, or leave set to All.
2. Choose whether to limit the charges to a certain Sales Tax District, Geographic Region, Source Company, and/or Business.
3. If desired, use Cust has Bill Code to set a conditional bill code—i.e., the customer must have the given bill code entered on their Rates tab for them to be charged.
4. Enter the Billing Code to assess to the bill group.
5. If you are using a zero-rate bill code to enter comments on the customers' accounts rather than actually make a charge, set Allow Zero Chrgs to Yes.
6. Change the dates if necessary, then click OK to assess the charge.