Add a billing group
Set up billing groups to sort your billable phone numbers, users, and devices by custom groups (e.g., location, department, accounting code, etc.) on your invoice.
The steps for this task depends on the admin portal you use. Compare what you see in your admin portal with the info below to identify which steps are for you:
| GoTo Admin | PBX Administration (classic) |
|---|---|
 |
 |
| If you sign in to your admin portal at https://admin.goto.com, then you use GoTo Admin. | If you sign in to your admin portal at https://my.jive.com/pbx/, then you use PBX Administration (classic). |
GoTo Admin
Before you begin:
You must be assigned a super admin role to perform this task.
- Sign in to GoTo Admin.
- Go to
Settings > Account settings from the left navigation bar. - Select the Billing groups tab.
- Select + Add billing group.
- Enter a Name for the billing group and then select Save.
- Optional: Add users, phone numbers, or devices to this billing group.
- Select billing user group.
- From the Members card, select + Add resource.
- Choose a resource type (user, device, or phone number) from the drop-down list.
- Choose a specific user/device/phone number from the drop-down list.
- Select Save.
PBX Administration (classic)
Before you begin:
You must be assigned the admin or super admin role to perform this task.
- Sign in to PBX Administration (classic)
- Select System Settings in the left navigation menu.
- From Billing Groups, select Add Billing Group.
- Enter a Name for the billing group and then select
. - Select Save.
- Optional: Add a phone number to a billing group:
- Select Phone Numbers in the left navigation menu and then choose the phone number that needs a billing group.
- From , choose the desired Billing Group.
- Select Save.
- Optional: Add a device to a billing group:
- Select Devices in the left navigation menu and then choose the device that needs a billing group.
- From , choose the desired Billing Group.
- Select Save.
Results: 
Article last updated: 5 August, 2025
