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Billing Groups: Adding and Removing Accounts
Billing Groups: Adding and Removing Accounts

How to add and remove accounts from billing groups

Chelsea Flood avatar
Written by Chelsea Flood
Updated over a week ago

Updating Billing Groups

From the Billing Review page, select the name of the billing group you wish to edit. This will take you to the billing group details of that particular account. 

To add a new account to this billing group, click Add Account in the upper right corner. Use the search tool to find the account you'd like to add and select it from the dropdown. Click Add. Be sure to click Save in the upper right corner to finalize this addition.

To remove an account from this billing group, select the account you wish to remove and then click the delete button on the top right. When prompted, click Confirm to remove the account. Be sure to click Save in the upper right corner to finalize your changes.

Editing a Billing Group Name

If you need to edit the name of a billing group, select the Billing Group you'd like to edit. Once you're in that Billing Group's page, you can hover over the Billing Group heading. Here, you'll see a text edit box appear so that you can adjust the name. Click save on the top right when finished editing.

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