HELP FILE

How do I set up a billing group?

    Create billing groups to sort your billable phone numbers and devices by custom groups (e.g., site, department, accounting code, etc.) on your monthly invoice.

    Before you begin: You must have admin or super admin permissions.
    1. Sign in at https://my.jive.com/pbx.
    2. Click System Settings in the left sidebar.
    3. From Billing Groups, click Add Billing Group.
    4. Enter a Name for the billing group and then click Admin Portal Checkmark Icon.
    5. Click Save.
    6. Optional: Add a phone number to a billing group:
      1. Click Phone Numbers in the left sidebar and then choose the phone number that needs a billing group.
      2. From General > Identity, choose the desired Billing Group.
      3. Click Save.
    7. Optional: Add a device to a billing group:
      1. Click Devices in the left sidebar and then choose the device that needs a billing group.
      2. From Device Settings > General Settings, choose the desired Billing Group.
      3. Click Save.
    Admin Portal Billing Groups