Creating Billing Groups

A billing group is a group of customers for which you want to create bills. Billing groups can be dynamic or static. For more information about groups, read Working with Groups. You can change any group into a billing group by checking the Billing Group box.

Dynamic group membership changes to include anyone that meets the criteria defined in a saved search. You can create a dynamic group from an existing saved search or you can create a new saved search when you create the group.

The membership of a static group remains constant. You can create static groups by selecting members from lists and with a search. You can add or remove members from a static group at any time (see Adding and Removing Members of Groups).

Note:

You can't create a static group with more than 10,000 members. For groups larger than 10,000, you must create a dynamic group.

To create a dynamic billing group:

Go to Lists > Relationships > Billing Groups.
On the Create Group page, choose Dynamic.
Select the type of members you'd like to include in the group.
Click Continue.
Enter a name for the group.
From the Saved Search field, select an existing saved search. For more information about saved searches, see Saved Searches.
NetSuite fills in the Owner field with your name. If someone else owns the group, select their name from the list.

Only the owner can add and remove members or delete the group.
(Optional) If the group shares an email alias, enter the email address in the Email field.
(Optional) In the Comments field, enter the details about the group.
If you want to restrict viewing (and also editing) of the group to its members, check the Private box.
If you want to restrict access to the group to members of another group, select the group from the Restrict To list.

Note:
You can't mark restricted groups as private.
To let only the owner edit the group, check the Restrict Group Editing to Owner box. Otherwise, anyone with access can make changes.

Note:
The Billing Group box is checked by default and is read-only.
Click Save.

Now, whenever you create a record of this type, it's added to the group if it matches the saved search criteria.

To create a static billing group

Go to Lists > Relationships > Billing Groups.
On the Create Group page, choose Static.
Select the type of members you'd like to include in the group.
Click Continue.
Enter a name for the group.
NetSuite fills in the Owner field with your name. If someone else owns the group, select their name from the list.

Only the owner can add and remove members or delete the group.
(Optional) If the group shares an email alias, enter the email address in the Email field.
(Optional) In the Comments field, enter other information about the group.
If you want to restrict viewing (and also editing) of the group to its members, check the Private box.
If you want to restrict access to the group to members of another group, select the group from the Restrict To list.

Note:
You can't mark restricted groups as private.
To let only the owner edit the group, check the Restrict Group Editing to Owner box. Otherwise, anyone with access can make changes.

Note:
The Billing Group box is checked by default and is read only.
On the Members subtab, do one of the following:
- To add individual members, in the Name column, select a member from the list, and click Add. Repeat these steps for each member.
- To add multiple members, click Add Multiple, then click on each member to add them, or use the Search field. When you're done, click Done.
- Click Add With Search to enter search criteria for the members you want to add.
  
  You can use more than one of these methods to add members to the same group. For example, you can select a few members individually and then add all the members that meet search criteria.
  
  Note:
  If you select the same member using multiple methods, this adds the member multiple times.
Click the Files subtab if you'd like to attach a file to the group.
Click the Notes subtab to add any notes about the group.
Click Save.

To add or remove members from a static group, see Adding and Removing Members of Groups.

To deactivate a billing group, open the billing group record, check the Inactive box, and then save the record.

To create a dynamic billing group:

To create a static billing group

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