As an Admin, you’re able to create a charge group that lets you set a recurring charge. With the Charge Groups feature, greekbill makes it easier for you to group charges together and assign the set to members. Charge groups have full customization where you can go back and edit the charges within that group.
Invoice Dashboard > Charge Group Tile > Create a Groups
Here are the steps to create a charge group:
1. From your Admin Dashboard, click on the Invoice Tab on the left sidebar to go to the invoice Overview
2. Then select the Create a Group button in the charge Groups tile.
- In the Add Charge Group page 1 of 2, input the group title in the field provided
3. A) SelectCharges
- Select your charge(s) to add to your Charge Group.
- You can then create a new charge template, use an existing charge template, or edit an existing charge template(s) to make your charge group. The charges listed in the right-hand column are the ones that will be saved in the charge template. You can manage the list by adding and removing the charge templates by clicking on the blue (+) next to the charges you want to add.
3. B) Review your Select Charges table
- Remove a charge by clicking the red (x)icon in the charges table. When you remove your charge(s), the charges will reappear in the left -Charge table.
4. Click Review to continue
5. Review your Charge Groupdetails to confirm that your information is correct
- The Next page Edit Charge Group 2 of 2 is a review page. Once you have decided everything looks good, then you can wrap it up by selecting Finish.
Note: To make changes to your Charge Group, click edit
6. You’ll be directed to a confirmation page letting you know that your Charge Group is saved. You can either click Done, Assign a Charge Group, Create Another Charge Group, or Manage a Charge Group.
You will always be able to check out and manage your charge groups as you, please. Simply click the View Groups button on your Invoice home page under the Charge Groups tile.