As a Client Admin or HR contact, one of the first actions you'll need to take when onboarding a new team member is to assign them to a Billing Group. This ensures that invoicing is clear, organized, and tailored to your internal processes.
What is a Billing Group?
Billing Groups allow you to customize and streamline how invoices are organized and delivered. They are particularly helpful for separating costs by department, region, or any other internal categorization your company uses.
Here's how Billing Groups work:
Each employee is assigned to a Billing Group.
Each Billing Group generates one consolidated invoice per month for all employees assigned to it.
Invoices are sent to the finance contact associated with that Billing Group.
You can add custom information to a Billing Group (e.g., a PO number or internal reference), which will be displayed on the invoice.
How to Create a New Billing Group
To set up a new Billing Group in your Remote People dashboard, follow the steps outlined in How to add legal entities and create billing groups (cost centers)?